Michael Davidson has been Principal. Chief Compliance Officer of Wisdom Index Advisors since July 2004, is a control person of the firm and directly owns 75% or more of it. Michael Davidson studied Engineering degrees at Texas Tech University.
Wisdom Index Advisors, LLC is a Prosper, TX firm with $221M under management, 197 clients and 1 adviser across 2 offices, as of its July 2026 filing.
Michael J. Davidson is Wealth Advisor of Wisdom Index, based in Addison, TX. He began his career at Arthur Andersen, helping businesses, governments and non-profits improve their business processes and financial systems. After leaving Andersen in 2002, he founded Wisdom Index Advisors.
Michael Davidson’s longest registration is the current one, 22 years at Wisdom Index Advisors since 2004. Before joining Wisdom Index Advisors in 2004, Michael Davidson was registered through Independent Advisers Group Corp and Jefferson Pilot Securities Corp.
- Independent Advisers Group Corp– · under a yearDallas, TX · Adviser representative · Firm CRD 106684
- Jefferson Pilot Securities Corp– · 2 yearsDallas, TX · Adviser representative · Firm CRD 3870
Professional designations
Listed by Wisdom Index Advisors
- CFP®
- AIF®
- CKA®
Investment adviser representative registrations
Michael Davidson is registered as an investment adviser representative in 2 states. The first approvals date from September 2004; the most recent is Louisiana, in September 2019.
- LouisianaSince 17 September 2019
- TexasSince 17 September 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 July 2002 |
| Series 7 | General Securities Representative Examination | 3 July 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael James Davidson
- CRD
- 4547024
- Firm
- Wisdom Index Advisors · CRD 132567
- Role
- Principal. Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wisdomindex.com
Where does Michael Davidson work?
Michael Davidson has been Principal. Chief Compliance Officer of Wisdom Index Advisors, LLC since July 2004, and is a control person of the firm.
Is Michael Davidson a financial advisor?
Yes. Michael Davidson has a current investment-adviser registration in Louisiana and Texas, through Wisdom Index Advisors since September 2004.
How many years of experience does Michael Davidson have?
Michael Davidson has 24 years in the financial industry, since August 2002, across 3 adviser firms.
What exams has Michael Davidson passed?
Michael Davidson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2002.
Where did Michael Davidson work before Wisdom Index Advisors?
Before Wisdom Index Advisors, Michael Davidson was registered through Independent Advisers Group Corp, October 2002 to July 2003; Jefferson Pilot Securities Corp, July 2002 to August 2004.
Is Michael Davidson registered with FINRA?
No. Michael Davidson has no current broker registration.
Is Michael Davidson a CFP?
Wisdom Index Advisors lists Michael Davidson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Michael Davidson’s record?
Search CRD 4547024 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Davidson’s full registration record.