Michelle Lynn Contois

Employer firm

Colman Knight Advisory Group, LLC CRD 119696

$188M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2020 → 07/2024
  Cambridge Investment Research Inc.
  Fairfield, IA
• 04/2022 → 07/2024
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA
• 08/2013 → 10/2020
  Gfa Federal Credit Union
  Gardner, MA
• 08/2024 → Present
  Colman Knight Advisory Group, Llc
  Acton, MA

Previous Registrations

• 2022-06-08 → 2024-08-01
  Cambridge Investment Research Advisors, Inc.
  Worcester, MA

Other Businesses

1) ROVER, GARDNER MA 01440, 04/2024, PET SITTER, 1099 CONTRACTOR, NIR, 0 HR/MO - 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-31
• S63 Uniform Securities Agent State Law Examination
  2000-11-02

Other Names

• Michelle Lynn Faris