Michelle Arrowood Brooks

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 07/2003 → 02/2022
  Raymond James Financial Services, Inc.
  Lenoir, NC
• 07/2003 → Present
  Peoples Bank
  Newton, NC
• 06/2003 → Present
  Peoples Investment Services
  Newton, NC
• 11/2021 → 02/2022
  Raymond James Financial Services Advisors, Inc.
  Newton, NC
• 02/2022 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-02-10 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2021-11-24 → 2022-02-25
  Raymond James Financial Services Advisors, Inc
  Newton, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-01
• S63 Uniform Securities Agent State Law Examination
  1998-10-13

Other Names

• Michelle Arrowood-Mcqueen
• Michelle Denise Arrowood
• Michelle Arrowood Powers
• Michelle Arrowood Powers