Michelle Lee Hylton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 01/2012 → Present
  Raymond James Financial Services, Inc.
  Colorado Springs, CO
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Colorado Springs, CO
• 08/2010 → Present
  First Tech Federal Credit Union
  Colorado Springs, CO
• 05/2014 → Present
  Addison Avenue Investment Services
  Colorado Springs, CO

Previous Registrations

• 2010-09-17 → 2012-07-16
  Addison Avenue Financial Partners, Llc
  Colorado Spring, CO
  Rocklin, CA
• 2010-07-30 → 2012-01-25
  Essex National Securities, Llc
  Colorado Springs, CO
• 2003-01-10 → 2010-07-16
  Cuso Financial Services, L.P.
  Colorado Springs, CO
  Colorado Springs, CO
  Arvada, CO
  Arvada, CO

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 5725 Mark Dabling Blvd Ste 140, Colorado Springs, CO, 80919, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to our members.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-09
• S63 Uniform Securities Agent State Law Examination
  1992-10-30

Other Names

• Michelle Lee Shannondavies
• Michelle Lee Shannondavies
• Michelle Lee Cork
• Michelle Lee Hylton
• Michelle Lee Shannon
• Michelle Lee Shannon
• Michelle Lee Shannon-Hylton
• Michelle Lee Shannon-Hylton
• Michelle Lee Davies