Michael Davidov has been Managing Member - CCO of Davidov Wealth Group since February 2013, is a control person of the firm and directly owns 75% or more of it.
Davidov Wealth Group, LLC is a Garden City, NY firm with $174M under management, 363 clients and 2 advisers in one office, as of its July 2026 filing.
Michael Davidov leads Davidov Wealth Group, based in Garden City, NY. He is a lawyer and a Certified Financial Planner practitioner, affiliated with Davidov Law Group, a firm focused on estate planning, elder law and special needs planning. Davidov is co-author of the book "Keeping It In The Family: Why Most Estate Plans Fail, and What To Do About It."
- Davidov Wealth Group, LLCCurrent– present · 5 yearsGarden City, NY · Adviser representative · Firm CRD 166794
Professional designations
Listed by Davidov Wealth Group
- Certified Financial Planner (CFP)
Investment adviser representative registrations
Michael Davidov is registered as an investment adviser representative in New York, since February 2021.
- New YorkSince 19 February 2021
Examinations
No examinations are on Michael Davidov’s record.
- CRD
- 6161418
- Firm
- Davidov Wealth Group · CRD 166794
- Role
- Managing Member - CCO
- Office
- 1122 FRANKLIN AVENUE, SUITE 102, Garden City, NY 11530
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- davidovfinancial.com
Where does Michael Davidov work?
Michael Davidov has been Managing Member - CCO of Davidov Wealth Group, LLC since February 2013, and is a control person of the firm.
Is Michael Davidov a financial advisor?
Yes. Michael Davidov has a current investment-adviser registration in New York, through Davidov Wealth Group since February 2021.
How many years of experience does Michael Davidov have?
Michael Davidov has 5 years in the financial industry, since February 2021, across 1 adviser firm.
Where is Michael Davidov based?
Michael Davidov’s registered office is in Garden City, NY.
Is Michael Davidov registered with FINRA?
No. Michael Davidov has no current broker registration.
Is Michael Davidov a CFP?
Davidov Wealth Group lists Michael Davidov with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Michael Davidov’s record?
Search CRD 6161418 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Davidov’s full registration record.