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MD

Mei W. Davidson

DCM ADVISORS
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 6787550
MD

Professional summary

Mei Wang Davidson, who also goes by Mei Wang, is a registered financial advisor currently at DCM ADVISORS, LLC located in New York, New York and DINOSAUR FINANCIAL GROUP, L.L.C located in New York, New York.

Mei is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mei has worked at 5 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mei Wang

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mei Wang Davidson'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®
None

Experience

Current

June 13, 2025 - Present

DCM ADVISORS, LLC

Office #1: 33 Whitehall Street 11th Floor, New York, NY 10004
RIA
CRD#: 126248
NEW YORK, NY
Current

June 12, 2025 - Present

DINOSAUR FINANCIAL GROUP, L.L.C

Office #1: 33 Whitehall Street #1102, New York, NY 10004
BD
CRD#: 104446
NEW YORK, NY
Past

May 8, 2024 - October 9, 2024

SB ADVISORY, LLC

RIA
CRD#: 154680
Boston, MA
Past

May 6, 2024 - October 9, 2024

SAN BLAS SECURITIES LLC

BD
CRD#: 290605
CHICAGO, IL
Past

June 21, 2017 - March 28, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Wellesley, MA
Past

June 6, 2017 - March 28, 2024

MORGAN STANLEY

BD
CRD#: 149777
Wellesley, MA

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".
DA
DCM ADVISORS, LLC
DCM ADVISORS, LLC | HECKMAN GLOBAL | DINOSAUR CAPITAL MANAGEMENT LLC

CRD#: 126248 / SEC#: 801-112041

RIA
Registered Investment Advisory firm - (11/16/2017 Approved)
New York
Registered Investment Advisory firm - (6/30/2019 Terminated)

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
Texas
(6/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/15/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

DA
DCM ADVISORS, LLC
DCM ADVISORS, LLC | HECKMAN GLOBAL | DINOSAUR CAPITAL MANAGEMENT LLC

CRD#: 126248 / SEC#: 801-112041

RIA
Registered Investment Advisory firm - (11/16/2017 Approved)
New York
Registered Investment Advisory firm - (6/30/2019 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
33 Whitehall Street 11th Floor, New York, NY 10004
Mailing Address
Phone number
(917) 386-6260
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DCM ADVISORS ADV PART 2A 3.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 220,149,441

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.

Company Information

DCM ADVISORS, LLC

CRD#: 126248New York, NY 10004

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