Michelle Lais Mabry

Employer firm

Client 1St Advisory Group CRD 167790

$511M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Client 1St Advisory Group Llc
  Clearwater, FL

Previous Registrations

• 2013-06-07 → 2016-12-31
  Client 1St Advisory Group
  Hattiesburg, MS
• 2013-01-02 → 2013-06-07
  Client 1St Advisory Group
  Hattiesburg, MS
• 2008-04-11 → 2013-01-02
  Commonwealth Financial Network
  Hattiesburg, MS
  Waltham, MA
  Hattiesburg, MS
• 1989-10-24 → 2008-04-14
  Ameriprise Financial Services, Llc
  Hattiesburg, MS

Other Businesses

1.POWER OF ATTORNEY, FAMILY RELATED. 2.TRUSTEE, FAMILY-RELATED. 3.WEALTH MANAGEMENT CONSULTANTS, CORPORATION CREATED FOR THE PURPOSE OF OPERATING SECURITIES BUSINESS, SOLE OWNER; investment-related 4.Mabry Insurance Solutions, Investment-related, 36 Fisher Pt, Lumberton, MS 39455, Owner/President. Start date 11/2021. Hours per month are less than 1. 5.MiDaMo LLC, Partner, real estate company, owner, the business owns and manage property for rental purposes. The address is 963 Highland Ave, Dunedin, FL 34698. The company was started in 6/2025. This requires less than 1 hour a month. investment-related 6.Mabry Holding Co Inc, Investment-related, 36 Fisher Pt, Lumberton, MS 39455, Owner/President. Start date 11/2021. Hours per month are less than 1. 7.St. Maarten HOA, Treasurer of Board; 1/1/2025; non--investment-related 8.A Bushell & A Peck, Publishing Company for Maddie Mabry; 4/1/2026; non--investment-related

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-09
• S65 Uniform Investment Adviser Law Examination
  1989-10-06

Designations

• Certified Financial Planner

Other Names

• Michelle Lias Mabry
• Michelle Lais Todd