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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Smith is a financial advisor with Savant Wealth Management and has over 25 years of experience in the industry. Michelle has been registered as an Investment Advisor Representative in New York since 2022 and is also licensed in Connecticut and Texas. Previously, Michelle worked for various firms including Purshe Kaplan Sterling Investments, Lebenthal & Co., LLC, Alexandra & James Co., Wachovia Securities, LLC, First Union Capital Markets Corp., Paine Webber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michelle holds several securities licenses and is a Series 65 and Series 24 qualified advisor. Michelle is also a Co-Founder and Treasurer of The Ideal School of Manhattan and a Board Member for Abilities First-NY. Michelle provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
12/10/2024 - Present
Savant Wealth Management (New York NY)
NY
09/26/2012 - 05/04/2017
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
NY
03/07/2008 - 09/19/2012
LEBENTHAL & CO., LLC (NEW YORK NY)
NY
11/03/2006 - 03/05/2008
ALEXANDRA & JAMES CO. (NEW YORK NY)
NY
10/01/1999 - 11/06/2006
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NC
09/03/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
01/02/1991 - 09/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/18/1986 - 01/30/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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