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Joseph William Michaud

Michaud Capital Management LLC

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About Joseph William Michaud

Joseph Michaud is an investment advisor representative with Michaud Capital Management LLC. Joseph has been in the industry since 2000 and holds licenses in Colorado and Texas. Prior to joining Michaud Capital Management, Joseph worked at UMB Financial Services, Inc., Fidelity Investments Institutional Services Company, Inc., and National Financial Services LLC.

Firm Information

Joseph Michaud is currently registered with Michaud Capital Management LLC. Michaud Capital Management LLC is an investment advisor registered with the SEC and located in Denver, CO. The firm provides general investment consulting services and specializes in portfolio management for individuals and pooled investment vehicles. Michaud Capital Management LLC manages approximately $2,075,263,249 in assets and serves a variety of clients including family offices, charitable organizations, and high-net-worth individuals.
Michaud Capital Management LLC

200 FILLMORE STREET

DENVER, CO 80206

$2.08B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general investment consulting services

General investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Joseph Michaud’s Registration & Firm History

CO

01/06/2012 - Present

Michaud Capital Management LLC (Denver CO)

CO

12/15/2010 - 12/07/2011

UMB FINANCIAL SERVICES, INC. (DENEVR CO)

MA

01/01/2006 - 02/05/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

MA

09/26/1996 - 10/05/2000

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/21/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph William Michaud.
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