Michael Davis
Professional Summary
Michael Davis, who also goes by Michael William Davis, is a registered financial advisor currently at CALAMAR FINANCIAL GROUP, LLC located in Amherst, New York. Michael is registered as a RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael William Davis
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CALAMAR FINANCIAL GROUP, LLC
Contact Information
Main Address
40 John Glenn Drive, Amherst, NY 14228Mailing Address
40 John Glenn Drive, Amherst, NY 14228Phone Number
(716) 693-0006Established
Delaware since 02/02/2016Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/12/2021)
(6/1/2021)
(11/9/2020)
(3/10/2020)
(2/28/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Davis's CRS (Customer Relationship Summary).
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