Michelle Lynn Begina

Employer firm

Snowden Capital Advisors LLC CRD 157299

$8.87B regulatory AUM 122 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

• 06/2009 → 03/2017
  Morgan Stanley Smith Barney
  Paramus, NJ
• 01/2015 → 03/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2017 → Present
  Snowden Lane Partners
  New York, NY

Previous Registrations

• 2009-06-01 → 2017-03-06
  Morgan Stanley
  Paramus, NJ
  Paramus, NJ
• 2008-09-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Paramus, NJ
• 2004-04-14 → 2008-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
  Paramus, NJ

Other Businesses

Author - Deep Pockets: Creating Wealth from the Inside Out. The business is not investment related. Participation in and creation of promotional activities and services for Deep Pockets (the book and brand) may include but are not limited to: Author's website (URL: www.michelleab.com) Book Publishing, Social Media Podcasts, Speaking engagements Documentary film, Courses, Conferences, Book Clubs, Press interviews, Substack NewsLetter, and published articles, Approximate number of hours per month: 20. No time will be devoted to the outside business during working hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1994-11-23

Other Names

• Michelle Lynn Stanley
• Michelle L Arpin
• Michelle Lynn A Stanley
• Mickey Stanley
• Mickey Arpin
• Michelle L Arpin
• Michelle Lynn Arpin
• Michelle Lynn Stanley
• Michelle Lynn Arpin
• Michelle Lynn Arpin Begina