Michelle A Botsch

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
NY	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Cuso Financial Services, Lp	Covina	CA	11/2015	09/2016
Credit Union Of Southern California	Covina	CA	11/2015	09/2016
Thompson Reuters	San Clemente	CA	01/2017	10/2017
Jp Morgan Securities, Llc	Beverly Hills	CA	09/2016	12/2016
Axa Advisors, Llc	New York	NY	10/2017	06/2018
Jp Morgan Chase Bank, N.A.	San Clemente	CA	06/2018	10/2021
Jp Morgan Securities, Llc	San Clemente	CA	06/2018	10/2021
Jp Morgan Chase Bank, N.A.	Beverly Hills	CA	09/2016	12/2016
Citigroup	New York	NY	10/2021	04/2024
Fidelity Investments	Charlotte	NC	05/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

2024-07-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Manorville, NY
2021-10-12 → 2024-05-13

Citigroup Global Markets Inc.

Fort Mill, SC

New York, NY

New York, NY

New York, NY

Stamford, CT

Fort Lee, NJ
2018-06-12 → 2021-09-19

J.P. Morgan Securities Llc

San Clemente, CA
2017-10-05 → 2018-06-13

Equitable Advisors, Llc

Irvine, CA
2016-09-30 → 2017-01-10

J.P. Morgan Securities Llc

Beverly Hills, CA
2015-11-17 → 2016-09-16

Cuso Financial Services, L.P.

Covina, CA
2014-06-10 → 2015-05-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Clemente, CA
2014-02-10 → 2014-06-09

J.P. Morgan Securities Llc

Laguna Niguel, CA
2013-03-18 → 2014-01-16

Wells Fargo Clearing Services, Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-15