Mei W. Davidson

DCM ADVISORS

NEWTON, MA

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CRD#: 6787550

Professional summary

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

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.

Yan Dai;Investment related- No; Belmont, Massachusetts; Maintenance; Management (proprietor, partner, officer, director, employee, trustee, agent); 03/2016

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

RIA

CRD#: 126248

NEWTON, MA

Current

June 12, 2025 - Present

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

NEWTON, MA

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

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

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".

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)

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

Texas
(6/13/2025)

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

State Security Law Exam

IAR

Series 66

Date: 6/21/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 7/15/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/6/2017

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

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)

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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

SEC notice filing (6 States and Territories)

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 Accounts	58
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.

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Firm Stability Insights

Mei W. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mei Wang Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DINOSAUR FINANCIAL GROUP, L.L.C

SB ADVISORY, LLC

SAN BLAS SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

DCM ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/21/2017

Series 79TO

Date: 7/15/2025

SIE

Date: 10/1/2018

Series 7

Date: 6/6/2017

FINRA

Nasdaq Stock Market

Current Firm

DCM ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DCM ADVISORS, LLC

TRUST BUT VERIFY

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