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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 Rudd is an investment advisor representative with Summit Trail Advisors, LLC. Michelle has been working in the financial services industry since 1994. She holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Michelle has worked with a variety of firms throughout her career, including Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, AXA Advisors, LLC, BANC of America Investment Services, Inc., and Seafirst Investment Services, Inc. Michelle specializes in providing financial planning, portfolio management, and outsourced chief investment officer services. Michelle is based in New York, NY, and serves clients in Alaska, Arizona, California, Florida, Illinois, Oregon, and Washington.
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.
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.
Outsourced chief investment officer services / family office services
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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2
NY
07/03/2019 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
WA
01/03/2011 - 07/11/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
WA
10/24/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
NY
09/27/2001 - 09/12/2002
AXA ADVISORS, LLC (NEW YORK NY)
MA
07/12/1999 - 08/13/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
10/24/1994 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 01/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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