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Michele Lee Later

Cordatus Wealth Management LLC

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About Michele Lee Later

Michele Later is a financial advisor with over 30 years of experience in the financial services industry. Michele is registered with Cordatus Wealth Management LLC, a firm with 3 licensed agents, 5 investment advisor representatives, and 5 registered representatives. Michele specializes in serving high-net-worth individuals, corporations, and individuals other than high-net-worth. Michele holds Series 7, 66 and SIE licenses. In addition, Michele provides financial planning, pension consulting, and selection of other advisors.

Firm Information

Michele Later is currently registered with Cordatus Wealth Management LLC. Cordatus Wealth Management LLC is a Pennsylvania-based registered investment advisor with $457,769,515 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, and institutions.
Cordatus Wealth Management LLC

95 S. MAIN STREET

YARDLEY, PA 19067

$457.77M

Assets Under Management

4

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michele Later’s Registration & Firm History

PA

07/14/2021 - Present

Cordatus Wealth Management LLC (YARDLEY PA)

PA

05/17/2019 - 06/16/2021

WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)

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Licenses & Designations

BOTH

Issued 09/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Lee Later.
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