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MI

Michele L. Ingram

Some features on this profile are disabled
CRD#: 1222968
MI

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michele Laramie Ingram, who also goes by Michele L Ingram, Michele Ann Laramie, Michelle A Laramie, was a registered financial professional .

Michele is a previously registered financial professional and started their career in finance in 2011. Michele had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michele L Ingram | Michele Ann Laramie | Michelle A Laramie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) STEWARD PARTNERS GLOBAL ADVISORY. Newtown, CT Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Support Company/DBA (Non-Owner) Investment Related:No Start Date: 07/19/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I am a registered Investment Adviser Representative assistant. Provide administrative support to IAR's. 2) STEWARD PARTNERS INVESTMENT ADVISORY,LLC:INVESTMENT-RELATED:7/2018-PRESENT:NEWTOWN, CT:INVESTMENT ADVISOR REP:FINANCIAL SERVICES:0 HRS/MO:0 HRS DURING TRADING:IAR & INSURANCE SALES. 3) STEWARD PARTNERS HOLDINGS, LLC:INVESTMENT-RELATED:7/2018-PRESENT:NEWTOWN, CT:REGISTERED SUPPORT STAFF:FINANCIAL SERVICES:0 HRS/MO:0 HRS DURING TRADING:PASSIVE INVESTOR. 4) KORTZE BROTHERS WEALTH MANAGEMENT GROUP OF STEWARD PARTNERS. Address: Newtown, CT Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Support Company/DBA (Non-Owner) Investment Related:No Start Date: 07/19/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I AM A REGISTERED INVESTMENT ADVISER REPRESENTATIVE ASSISTANT. PROVIDE ADMINISTRATIVE SUPPORT TO IAR'S.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 27, 2022 - August 2, 2022

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
NEWTOWN, CT
Past

July 20, 2018 - August 2, 2022

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA
CRD#: 283004
Newtown, CT
Past

July 19, 2018 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
NEWTOWN, CT
Past

October 7, 2011 - July 24, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DANBURY, CT
Past

April 28, 2011 - July 24, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DANBURY, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/27/2011
General Securities Representative Examination

Current Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
BLAKELY, STRAND & WILLIAMS, INC. | VALENCIA GROUP | UMPQUA WEALTH ADVISORY | UMPQUA INVESTMENTS, INC. | STRAND, ATKINSON, WILLIAMS & YORK, INC. | STRAND, ATKINSON, WILLIAMS & YORK INC. | STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | STEWARD PARTNERS GLOBAL ADVISORY, LLC | MILLER FORSYTH GROUP | LINDSEY GROUP | H.L. WIGINTON CAPITAL | GERGEN WEALTH MANAGEMENT | ENSIGN WEALTH PARTNERS

CRD#: 1254 / SEC#: 801-67179, 8-2915

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
15495 Sw Sequoia Parkway Suite 150, Portland, OR 97224
Mailing Address
15495 Sw Sequoia Parkway Suite 150, Portland, OR 97224
Phone number
(971) 353-7800
Established
Delaware since 04/22/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
524

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STEWARD PARTNERS INVESTMENT SOLUTIONS PART 2A (5/22/2024)
FORM ADV PART 2A APPENDIX 1B - FCC (3/28/2024)
FORM ADV PART 2A APPENDIX 1A - PERSHING & FOLIO (3/28/2024)

Direct owners and executive officers

NamePositionCRD#
STEWARD PARTNERS HOLDINGS, LLCOWNER
ACHKIRE, DEBRA VOLLANDCOUNSEL4898647
FABER, JOSEPH SCHIEF FINANCIAL OFFICER4834049
GULDNER, ROBERT JOHNCHIEF COMPLIANCE OFFICER2283980
MARTINEZ, ROBERTO ANTONIOAML OFFICER2991605
WINTERBOURNE, JEANI THERESAPRESIDENT1075564

Regulatory assets under management

Total Number of Accounts2,712
AUM (Assets Under Management)$ 990,880,713

Disclosures

Regulatory Event13
Arbitration1

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

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