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Mei Davidson

Dcm Advisors, LLC
8 Years of Experience
New York, NY
2 DisclosuresBroker
View SEC Summary
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Mei Davidson is a registered investment advisor at Dcm Advisors, LLC, based in New York, NY, with 8 years of industry experience. Mei is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $260M in assets under management.

Dcm Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
51 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$260.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.25%
$3M+0.50%

Fees vary by strategy (All Cap, Large Cap Value, Wealth Advisory) and are negotiable based on account size and composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

33 Whitehall Street, 11th Floor, New York, NY, 10004

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2024
Final
Employment Separation After Allegations
March 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Dcm Advisors, LLC
June 2025 - Present · 1 yr 4 mos
Dinosaur Financial Group, L.L.CBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Sb Advisory, LLC
May 2024 - October 2024 · 5 mos
San Blas Securities LLCBroker
May 2024 - October 2024 · 5 mos
Morgan Stanley
June 2017 - March 2024 · 6 yrs 9 mos
Morgan StanleyBroker
June 2017 - March 2024 · 6 yrs 9 mos
State Registrations4 states
HINYPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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