Michelle Vincent Muhammed

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → 11/2018
  Edelman Financial Service, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 10/2024
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 09/2024 → Present
  Stratos Wealth Partners, Ltd
  Silver Spring, MD

Previous Registrations

• 2018-11-01 → 2024-10-03
  Edelman Financial Engines
  Silver Spring, MD
• 2013-09-20 → 2018-11-01
  Edelman Financial Services, Llc
  Silver Springs, MD
  Fairfax, VA
  Silver Spring, MD
• 2008-01-29 → 2013-09-09
  Strategic Advisers Llc
  Bethesda, MD
• 2001-06-26 → 2008-01-16
  Equitable Advisors, Llc
  Columbia, MD
  Columbia, MD

Other Businesses

1) The Next Chapter Divorce; INVESTMENT RELATED: No; ADDRESS: 1738 Elton Road Suite 312 Silver Spring, Maryland 20903; NATURE: Divorce financial counseling; POSITION: Principal; START DATE: 03/08/2024; NUMBER OF HOURS/MONTH: 04 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 04 Hrs.; DUTIES: I will be Providing flat fee pre-divorce financial counseling to help people going through a divorce arrive at a settlement that is fully understood by all involved. This includes: Providing the client and lawyer with data that shows the financial effect of any given divorce settlement. Identifying the short-term and long-term effects of dividing property. Analyzing pension and retirement plan issues. Determining if the client can afford the matrimonial home - and if not, what might be an affordable alternative. Evaluating the client's insurance needs. Establishing assumptions for projecting inflation and rates of return. 2) Next Chapter Divorce Financial Counseling, LLC; INVESTMENT RELATED: No; ADDRESS: 1738 Elton Road Suite 312 Silver Spring, Maryland 20903; NATURE: Divorce Financial Planning and Insurance; START DATE: 12/12/2024; NUMBER OF HOURS/MONTH: 4; HOURS/MNTH DURING SECURITIES TRADING HOURS: 4; DECRIPTION OF DUTIES: Providing divorce financial counselling services to divorcing couples and individuals. Providing insurance solutions to individuals and couples. 3) M&M Wealth Advisory - Registered Investment Adviser DBA - Investment Related - 1738 Elton Road, Suite 312, Silver Spring, MD 20903. Investment Advisory and Financial Planning. Managing Partner and Sr. Wealth Advisor. Start Date 09/06/2024. 160 hours/month; 130 hours/month during securities trading hours. 4) Insurance. Not investment related. 1738 Elton Road, Suiten312, Silver Spring, MD 20903. Agent. Start 12/16/2024. 4 hours per month; 4 hours per month during securities trading hours. Sale and services of insurance products (fixed insurance, fixed annuities, life, health, long-term car, disability).

Exams

• S66 Uniform Combined State Law Examination
  2000-12-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michelle R Vincent
• Michelle Vincent Muhammed
• Michelle R Vincent-Muhammad
• Michelle Vincent Muhammad
• Michelle V Muhammed
• Michelle Renee Vincent