Michael
Davidov

Davidov Financial Coaching, LLC

CRD#6161418
Investment Advisor
in New Hyde Park, NY

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About this Advisor

Michael Davidov is a financial advisor based in New Hyde Park, New York, working with Davidov Financial Coaching, LLC. Michael has previously held positions at Davidov Financial Coaching, Davidov Law Group, Davidov Financial Coaching, LLC, and Covey Sandler 26, LLC. Michael is registered to provide services in New York. Currently, Michael is part of Davidov Financial Coaching, LLC, which operates out of New Hyde Park, New York. The firm has 2 employees and manages assets totaling $90.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Davidov Financial Coaching, LLC includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1981 Marcus Avenue Suite 231
New Hyde Park, NY 11042

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Davidov Financial Coaching, LLC Brokerage Details

Total Assets Under Management

$90,268,695

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

560

NY Average: 3,892
Average Account Size

$161,194

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Davidov Work History

2023 - Present (1 year)

Covey Sandler 26, LLC

2013 - Present (11 years)

Davidov Financial Coaching

2013 - Present (11 years)

Davidov Financial Coaching, LLC

2006 - Present (18 years)

Davidov Law Group

Disclosures

Please visit the SEC profile of Michael Davidov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Davidov Financial Coaching, LLC

Michael Davidov
New Hyde Park, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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