Michele Anne Tellstone

Employer firm

Minichmacgregor Wealth Management, LLC CRD 151237

$723M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• 401K PARTICIPANT ADVICE

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

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

Current Employers

Employment History

• 10/2003 → 06/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2015 → Present
  Minichmacgregor Wealth Management
  Saratoga Springs, NY

Previous Registrations

• 2007-01-31 → 2015-01-30
  Pks Advisory Services, Llc
  Albany, NY
• 2003-01-08 → 2003-06-02
  Essex National Securities, Llc
  Albany, NY
• 2002-11-25 → 2002-12-16
  Quick & Reilly, Inc.
  Albany, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-08
• S63 Uniform Securities Agent State Law Examination
  2000-12-05

Other Names

• Michele Anne Herrick
• Michele Anne Moore
• Michele Anne Herrick