Michelle Jennifer Blass

Employer firm

1015 Capital Partners, LLC CRD 328453

$150M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 04/2024
  Bny Mellon
  Philadelphia, PA
• 04/2024 → Present
  1015 Capital Partners, Llc
  Narberth, PA

Previous Registrations

• 2014-08-14 → 2015-09-25
  Lpl Financial Llc
  Plymouth Meeting, PA
• 2012-04-10 → 2012-08-31
  Lpl Financial Llc
  Plymouth Meeting, PA
• 2010-07-01 → 2010-08-12
  Ifg Russell Advisors Inc
  Berwyn, PA
• 2010-07-01 → 2010-08-12
  American Financial Management Group, Ltd.
  Berwyn, PA
• 2008-02-05 → 2008-07-08
  Cetera Investment Services Llc
  Lansdale, PA
  Malvern, PA
• 2001-11-30 → 2008-02-06
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-14
• S63 Uniform Securities Agent State Law Examination
  1999-08-27

Designations

• Certified Financial Planner