Michelle Elizabeth Graham

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
  Toledo, OH
• 10/2017 → 10/2024
  Morgan Stanley
  Perrysburg, OH
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc (
  Toledo, OH

Previous Registrations

• 2017-10-18 → 2024-10-11
  Morgan Stanley
  Perrysburg, OH
• 2009-05-26 → 2017-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
  Toledo, OH
  Toledo, OH
• 2015-05-07 → 2015-05-19
  Morgan Stanley
  Toledo, OH
• 2002-10-11 → 2009-06-04
  Ubs Financial Services Inc.
  Toledo, OH
  Sylvania, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-09

Other Names

• Michelle E Fisher
• Michelle E. Graham
• Michelle Elizabeth Graham
• Michelle Elizabeth Fisher