Michele A. Osterberg
Professional summary
Michele Ayres Osterberg, who also goes by Michele Ann Ayres, Michele Ayres Swank, is a registered financial advisor currently at BONSAI ADVISORS LLC located in Boulder, Colorado and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Michele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michele has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michele Ayres Osterberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 11, 2023 - Present
BONSAI ADVISORS LLC
Office #1: 1406 Pearl Street, Boulder, CO 80302December 17, 2021 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901August 8, 2022 - January 5, 2023
TLG ADVISORS, INC.
January 21, 1998 - February 18, 1999
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/18/2022)
(8/11/2023)
(2/14/2022)
Exams
Series 6TO
Date: 12/17/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BONSAI ADVISORS LLC
CRD#: 323938 / SEC#:
Contact information
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