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Michelle R Brow

Straitgate Financial LLC

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About Michelle R Brow

Michelle Brow is a registered Investment Advisor Representative with Straitgate Financial LLC. Michelle Brow has been in the securities industry for over 10 years. Michelle Brow has passed the Series 7, Series 66 and SIE exams. Michelle Brow is licensed to operate in Michigan. Michelle Brow has a background with firms such as Michigan Securities, Inc., J.P. Morgan Securities LLC and Chase Investment Services Corp. Straitgate Financial LLC is based in Northville, MI and provides advisory services such as Financial Planning, Pension Consulting and Selection of Other Advisers.

Firm Information

Michelle Brow is currently registered with Straitgate Financial LLC. Straitgate Financial LLC is an investment advisor with 2 investment advisor representatives and 1 licensed agent. They manage approximately $15,957,394 in regulatory assets under management for 148 clients. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They also offer selection of other advisers. Straitgate Financial LLC has 48 individual clients (excluding high net worth individuals) with $10,735,204 in assets under management and 5 high net worth individual clients with $5,222,190 in assets under management.

$15.96M

Assets Under Management

Not reported

Total Clients

1

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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Michelle Brow’s Registration & Firm History

MI

03/06/2019 - Present

Straitgate Financial LLC (NORTHVILLE MI)

MI

02/09/2015 - 02/21/2019

MICHIGAN SECURITIES, INC. (NORTHVILLE MI)

MI

10/01/2012 - 02/20/2013

J.P. MORGAN SECURITIES LLC (TAYLOR MI)

MI

07/04/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BROWNSTOWN TWP MI)

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Licenses & Designations

BOTH

Issued 07/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle R Brow.
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