Andrew Davidson has been President, Director of Davidson Investment Advisors since November 2004, is a control person of the firm and directly owns under 5% of it.
Davidson Investment Advisors, Inc. is a Great Falls, MT firm with $5.2B under management, 4,407 clients and 13 advisers across 7 offices, as of its December 2025 filing.
Andrew Davidson’s longest registration is the current one, 31 years at Davidson Investment Advisors since 1995.
- D.a. Davidson & Co.Also current– present · 26 yearsGreat Falls, MT · Adviser representative · Firm CRD 199
- – present · 31 yearsGreat Falls, MT · Adviser representative · Firm CRD 110552
Investment adviser representative registrations
Andrew Davidson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 1995; the most recent is Texas, in March 2020.
- MontanaSince 1 January 1995
- TexasResidentSince 19 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 2 March 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 1990 |
| Series 7 | General Securities Representative Examination | 20 October 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Ian Davidson
- CRD
- 2095600
- Firm
- Davidson Investment Advisors · CRD 110552
- Role
- President, Director
- Office
- 8 THIRD STREET NORTH, Great Falls, MT 59401
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Andrew Davidson work?
Andrew Davidson has been President, Director of Davidson Investment Advisors, Inc. since November 2004, and is a control person of the firm.
Is Andrew Davidson a financial advisor?
Yes. Andrew Davidson has a current investment-adviser registration in Montana and Texas, through Davidson Investment Advisors since January 1995.
How many years of experience does Andrew Davidson have?
Andrew Davidson has 35 years in the financial industry, since January 1991, across 2 adviser firms.
What exams has Andrew Davidson passed?
Andrew Davidson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in October 1990. FINRA credited Andrew Davidson with the SIE, which began in October 2018.
Where is Andrew Davidson based?
Andrew Davidson’s registered office is in Great Falls, MT.
Is Andrew Davidson registered with FINRA?
Yes. Andrew Davidson has a current broker registration, under CRD 2095600.
Source: FINRA BrokerCheck
How can I verify Andrew Davidson’s record?
Search CRD 2095600 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Davidson’s full registration record.
- Heather KubasChief Operating Officer & Chief Compliance Officer
- Edward CrottyDirector
- Lawrence Todd MartinezCEO, D.a. Davidson Companies, Director