Managing Partner · Cottage Street Advisors
Michael K. Davis
CRD 2577860 · Named on Form ADV at one SEC-registered adviser
At a glance
Cottage Street Advisors, an SEC-registered wealth manager based in Marion, MA with $334 million in regulatory assets, lists Michael K. Davis on its Form ADV as Managing Partner, a control person.
Firms and roles
- Cottage Street AdvisorsManaging PartnerWealth manager · Marion, MA · $334M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jason B. HavilandSenior Partner and Chief Compliance Officer, Cottage Street Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.