Michelle P. Connell

PORTIA CAPITAL MANAGEMENT

Fort Worth, TX

Some features on this profile are disabled

CRD#: 2526305

Professional summary

Michelle Pamela Connell, who also goes by Harrison Connell, Michelle Pamela Connell Ms., is a registered financial advisor currently at PORTIA CAPITAL MANAGEMENT located in Fort Worth, Texas.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michelle has worked at 7 firms and has passed the Series 63, Series 66, Series 65, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Harrison Connell | Michelle Pamela Connell Ms.

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.

Adjunct Professor of Finance, UTDallas, Richardson, Texas Start Date: 6/2015. Hours devoted/month: 25 hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Pamela Connell's 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®

None

Experience

Current

April 18, 2017 - Present

PORTIA CAPITAL MANAGEMENT

RIA

CRD#: 286662

Fort Worth, TX

Past

December 2, 2015 - September 26, 2016

MISSION HILL ADVISORS, LLC

RIA

CRD#: 171866

Fort Worth, TX

Past

November 4, 2013 - December 13, 2013

ASSET MANAGEMENT ADVISORS INC

RIA

CRD#: 105921

HOUSTON, TX

Past

October 31, 2012 - December 12, 2013

D.H. HILL SECURITIES, LLLP

CRD#: 41528

KINGWOOD, TX

Past

December 16, 2009 - November 26, 2010

J.P. MORGAN SECURITIES LLC

CRD#: 79

FORT WORTH, TX

Past

August 12, 2006 - March 21, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LAJOLLA, CA

Past

August 12, 2006 - March 21, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LAJOLLA, CA

Past

March 29, 2004 - August 12, 2006

PIPER SANDLER & CO.

RIA

CRD#: 665

LAJOLLA, CA

Past

March 8, 2004 - August 12, 2006

PIPER SANDLER & CO.

CRD#: 665

LAJOLLA, CA

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

Louisiana
(7/31/2017)

IAR

Texas
(4/18/2017)

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: 12/23/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/27/2004

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/18/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/2009

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 6/11/2005

Futures Managed Funds Examination

Current Firm

PORTIA CAPITAL MANAGEMENT

PORTIA CAPITAL MANAGEMENT | PORTIA CAPITAL MANAGEMENT, LLC

CRD#: 286662 / SEC#:

Louisiana

Registered Investment Advisory firm - (7/31/2017 Approved)

Texas

Registered Investment Advisory firm - (4/18/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4127 Trails End Drive Suite 1911, Fort Worth, TX 76116

Mailing Address

Phone number

(619) 481-0379

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 56,092,998

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michelle P. Connell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Pamela Connell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION HILL ADVISORS, LLC

ASSET MANAGEMENT ADVISORS INC

D.H. HILL SECURITIES, LLLP

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PIPER SANDLER & CO.

PIPER SANDLER & CO.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/2009

Series 66

Date: 3/27/2004

Series 65

Date: 8/18/1995

Series 7

Date: 12/14/2009

Series 31

Date: 6/11/2005

Current Firm

PORTIA CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORTIA CAPITAL MANAGEMENT

TRUST BUT VERIFY

Similar Advisors