Unclaimed Profile

Michael Kim Davis

COTTAGE STREET ADVISORS, LLC·MARION, Massachusetts

Series 65Clean record21 years registeredCOTTAGE STREET ADVISORS, LLC

9 COTTAGE STREET, MARION, MA 02738CRD# 2577860Firm CRD# 173487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Kim Davis · MARION, MA

Registration

CRD #2577860 · COTTAGE STREET ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

COTTAGE STREET ADVISORS

Mar 2015 – present

DAVIS MICHAEL KIM

Jan 2005 – Mar 2015

MARION, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COTTAGE STREET ADVISORS, LLC

CRD 173487 · SEC 801-80574

AUM

$238M

Regulatory assets under management

Employees

127 client accounts

Services offered by COTTAGE STREET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COTTAGE STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Kim Davis offer?

Michael Kim Davis specializes in Financial Planning, Investment Management. Contact their office in MARION, Massachusetts for a consultation.

What are Michael Kim Davis's credentials?

Michael Kim Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Kim Davis located?

Michael Kim Davis is based in MARION, Massachusetts, working with COTTAGE STREET ADVISORS, LLC. Their office serves clients in the MARION metropolitan area and surrounding communities.

How does Michael Kim Davis charge for services?

Michael Kim Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COTTAGE STREET ADVISORS, LLC?

COTTAGE STREET ADVISORS, LLC has approximately 3 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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