Michael Davidov

DAVIDOV FINANCIAL COACHING

GARDEN CITY, NY 11530

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CRD#: 6161418

Professional summary

Michael Davidov, CFP® is a registered financial advisor currently at DAVIDOV FINANCIAL COACHING, LLC located in Garden City, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

None

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.

Lawyer Life and Health Ins. Brokerage Real Estate Brokerage Name of outside business: Covey Sandler 26, LLC; Is the business investment related: Yes; Location of the business: 830 North Gould Street, Suite #N Sheridan Wyoming 82801 USA; Position Title: Manager; Responsibilities Duties: Asset management, capital raising, contract negotiations/review, underwriting and due diligence, investor relations. ; Start date with business: 2023-08-23; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 10;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Davidov's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

February 19, 2021 - Present

DAVIDOV FINANCIAL COACHING, LLC

Office #1: 1122 Franklin Avenue Suite 102, Garden City, NY 11530

RIA

CRD#: 166794

GARDEN CITY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAVIDOV FINANCIAL COACHING, LLC

BRAINTREE FINANCIAL, LLC | DAVIDOV FINANCIAL COACHING, LLC

CRD#: 166794 / SEC#: 801-119871

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

New York

Registered Investment Advisory firm - (10/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

DAVIDOV FINANCIAL COACHING, LLC

BRAINTREE FINANCIAL, LLC | DAVIDOV FINANCIAL COACHING, LLC

CRD#: 166794 / SEC#: 801-119871

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

New York

Registered Investment Advisory firm - (10/4/2021 Terminated)

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Contact information

Main Address

1981 Marcus Avenue Suite 231, New Hyde Park, NY 11042

Mailing Address

Phone number

(516) 587-5550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/20/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 112,929,430

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/10/2025	Cover Page	Report
06/26/2024	Cover Page	Report
09/27/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael Davidov

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Davidov's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIDOV FINANCIAL COACHING, LLC

Primary Firm SEC Registration

DAVIDOV FINANCIAL COACHING, LLC

State Registrations and Notice Filings

Exams

Current Firm

DAVIDOV FINANCIAL COACHING, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAVIDOV FINANCIAL COACHING, LLC

TRUST BUT VERIFY

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