Michelle Rey Lutein

Employer firm

Resnick Wealth Alliance, LLC CRD 316188

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 07/2013 → 07/2017
  Camden Capital, Llc
  El Segundo, CA
• 07/2017 → 06/2022
  Matrix Private Capital Group
  West Palm Beach, FL
• 06/2022 → Present
  Resnick Wealth Alliance, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2017-10-20 → 2022-07-01
  Matrix Private Capital Group
  West Palm Beach, FL
• 2013-08-02 → 2017-08-09
  Certuity, Llc
  North Palm Beach, FL
• 2012-07-09 → 2013-08-16
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 2006-10-30 → 2012-05-29
  Neuberger Berman Bd Llc
  West Palm Beach, FL
• 2002-10-10 → 2006-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
  West Palm Beach, FL

Other Businesses

1. BALANCE PARTNERS PROPERTIES LLC, MANAGING MEMBER, 10/2011 HOLDING COMPANY FOR REAL ESTATE/RENTAL PROPERTY, 5 HOURS DEVOTED PER MONTH OUTSIDE OF SECURITIES TRADING HOURS, RESPONSIBILITIES INCLUDE RENT COLLECTION.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-25
• S63 Uniform Securities Agent State Law Examination
  2002-08-08

Other Names

• Michelle Rey