Michelle L. Mabry

CLIENT 1ST ADVISORY GROUP

DUNEDIN, FL 34698

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CRD#: 1987030

Professional summary

Michelle Lais Mabry, AIF®, CFP®, who also goes by Michelle Lias Mabry, Michelle Lais Todd, is a registered financial advisor currently at CLIENT 1ST ADVISORY GROUP located in Dunedin, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michelle has worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Lias Mabry | Michelle Lais Todd

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.FIXED INSURANCE SALES, INVESTMENT-RELATED. 2.POWER OF ATTORNEY, FAMILY RELATED. 3.TRUSTEE, FAMILY-RELATED. 4.TM ASSOCIATES, LLC-MANAGING MEMBER, REAL ESTATE HOLDING COMPANY. 5.WEALTH MANAGEMENT CONSULTANTS, CORPORATION CREATED FOR THE PURPOSE OF OPERATING SECURITIES BUSINESS, SOLE OWNER. 6. PINEBELT COMMUNITY FOUNDATION - BOARD MEMBER - NOT AT BRANCH - INVESTMENT RELATED 7. MABRY, DONNELL, & HICKS LLC, CEO/OWNER OF LLC FOR SECURITIES BUSINESS - INVESTMENT RELATED - CONDUCTED AT BRANCH 8. MANAGER AND 100% OWNER OF RENTAL PROPERTY; NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lais Mabry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

October 31, 2013 - Present

CLIENT 1ST ADVISORY GROUP

Office #1: 963 Highland Avenue, Dunedin, FL 34698

RIA

CRD#: 167790

DUNEDIN, FL

Past

June 7, 2013 - December 31, 2016

CLIENT 1ST ADVISORY GROUP

RIA

CRD#: 167790

HATTIESBURG, MS

Past

January 2, 2013 - June 7, 2013

CLIENT 1ST ADVISORY GROUP

RIA

CRD#: 113085

HATTIESBURG, MS

Past

April 11, 2008 - January 2, 2013

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

HATTIESBURG, MS

Past

April 11, 2008 - January 2, 2013

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

HATTIESBURG, MS

Past

January 21, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 21, 1999 - April 14, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HATTIESBURG, MS

Past

October 24, 1989 - April 14, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HATTIESBURG, MS

Past

September 19, 1989 - December 22, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 19, 1989 - December 22, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/31/2013)

IAR

Mississippi
(1/10/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/9/1992

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/6/1989

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1989

General Securities Representative Examination

Current Firm

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

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Contact information

Main Address

963 Highland Avenue, Dunedin, FL 34698

Mailing Address

Phone number

(727) 450-2301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIENT 1ST WRAP FEE PROGRAM (8/7/2025)

CLIENT 1ST ADVISORY GROUP, LLC (8/7/2025)

Regulatory assets under management

Total Number of Accounts	840
AUM (Assets Under Management)	$ 403,969,413

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
09/11/2024	Cover Page	Report
08/07/2024	Cover Page	Report
12/18/2023	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.

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Firm Stability Insights

Michelle L. Mabry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lais Mabry's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CLIENT 1ST ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 10/9/1992

Series 65

Date: 10/6/1989

Series 7

Date: 9/16/1989

Current Firm

CLIENT 1ST ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLIENT 1ST ADVISORY GROUP

TRUST BUT VERIFY

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