Michele L. Sine
Professional summary
Michele Lyford Sine, who also goes by Michele C Lyford, Michele Christine Lyford, is a registered financial advisor currently at IMPACTADVISOR LLC located in Sf, California.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michele has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michele Lyford Sine's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2016 - Present
IMPACTADVISOR LLC
Office #1: 2030 Union St Ste 205, Sf, CA 94123April 7, 2015 - August 7, 2015
POLARIS WEALTH ADVISORY GROUP
April 7, 2015 - August 7, 2015
POLARIS EQUITY MANAGEMENT, INC.
June 24, 2014 - March 11, 2015
TRAN CAPITAL MANAGEMENT, L.P.
February 24, 2014 - March 11, 2015
FORESIDE FUNDS DISTRIBUTORS LLC
May 8, 1998 - June 22, 1998
CITICORP INVESTMENT SERVICES
February 23, 1996 - June 9, 1997
MONTGOMERY SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2016)
Exams
Current Firm
IMPACTADVISOR LLC
CRD#: 175155 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 74,995,919 |
Red Flags
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