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Michelle Louise Packer

Facet

West Palm Beach, FL

Spring Valley, CA

CRD 5837808

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Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-23
TX RA APPROVED 2026-03-20
  • CA RA
    APPROVED
    Since 2026-03-23
  • TX RA
    APPROVED
    Since 2026-03-20

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Spring Valley, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Telos Capital Management, Inc. San Diego CA 01/2015 01/2017
Telos Capital Management, Inc. San Diego CA 01/2017 01/2022
Telos Capital Management, Inc. San Diego CA 01/2022 03/2026
Facet West Palm Beach FL 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-28
  • S66 Uniform Combined State Law Examination
    2010-10-28
Designations
  • Certified Financial Planner
Other Names
  • Michelle Louise Thompson
  • Michelle Louise Thompson

View on SEC IAPD

Nearby Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC

Nearby Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST

Nearby Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

More in West Palm Beach, FL

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