Michele Lee Later

Employer firm

Cordatus Wealth Management LLC CRD 282871

$630M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/1987 → 06/2021
  Wells Fargo Clearing Services, Llc
  Bristo, PA
• 06/2021 → Present
  Prospera Financial Services
  Dallas, TX
• 06/2021 → Present
  Cordatus Wealth Management
  Newtown, PA

Previous Registrations

• 2019-09-05 → 2021-06-16
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
  Bristol, PA
  Doylestown, PA

Other Businesses

POWER OF ATTORNEY FOR MOTHER, INV RELATED, LEVITTOWN, PA, START: 11/20/2019, 2 HRS/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-05

Other Names

• Michele Later