Michelle D. Werth

PRENTICE WEALTH MANAGEMENT

BALDWINSVILLE, NY 13027

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CRD#: 3054084

Professional summary

Michelle Denise Werth, who also goes by Michelle Denise Woodland, is a registered financial advisor currently at PRENTICE WEALTH MANAGEMENT LLC located in Baldwinsville, New York and LPL FINANCIAL LLC located in Baldwinsville, New York.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michelle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Aliases

Michelle Denise Woodland

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Denise Werth'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®

None

Experience

Current

March 10, 2023 - Present

PRENTICE WEALTH MANAGEMENT LLC

Office #1: 45 Osewgo St Ste 100, Baldwinsville, NY 13027

RIA

CRD#: 160052

BALDWINSVILLE, NY

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 45 Oswego St Ste 100, Baldwinsville, NY 13027

RIA

CRD#: 6413

BALDWINSVILLE, NY

Past

July 10, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

May 4, 2021 - July 10, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Baldwinsville, NY

Past

January 2, 2019 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

Baldwinsville, NY

Past

August 14, 2014 - January 7, 2019

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

March 21, 2012 - July 16, 2014

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

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".

PRENTICE WEALTH MANAGEMENT LLC

KNIGHTBRIDGE CAPITAL | WERTH WEALTH PLANNING, LLC | PRENTICE WEALTH MANAGEMENT LLC

CRD#: 160052 / SEC#: 801-76490

RIA

Registered Investment Advisory firm - (4/24/2012 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(7/10/2025)

Arizona
(7/10/2025)

Arkansas
(7/10/2025)

California
(7/10/2025)

Colorado
(7/10/2025)

Connecticut
(7/10/2025)

Florida
(7/10/2025)

Georgia
(7/10/2025)

Louisiana
(7/10/2025)

Maine
(10/24/2025)

Maryland
(7/10/2025)

Massachusetts
(7/10/2025)

Mississippi
(7/10/2025)

Nevada
(7/10/2025)

New Jersey
(7/10/2025)

New Mexico
(7/10/2025)

IAR

New York
(3/10/2023)

New York
(7/10/2025)

North Carolina
(7/10/2025)

Ohio
(7/10/2025)

Pennsylvania
(7/10/2025)

South Carolina
(7/10/2025)

Tennessee
(7/10/2025)

Texas
(7/10/2025)

Utah
(7/10/2025)

Vermont
(7/10/2025)

Virginia
(7/10/2025)

Wisconsin
(7/10/2025)

Wyoming
(7/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/26/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/2/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PRENTICE WEALTH MANAGEMENT LLC

KNIGHTBRIDGE CAPITAL | WERTH WEALTH PLANNING, LLC | PRENTICE WEALTH MANAGEMENT LLC

CRD#: 160052 / SEC#: 801-76490

RIA

Registered Investment Advisory firm - (4/24/2012 Approved)

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Contact information

Main Address

1150 Penfield Rd., Rochester, NY 14625

Mailing Address

Phone number

(585) 218-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts	1,853
AUM (Assets Under Management)	$ 467,163,139

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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Advisor Monitoring

Firm Stability Insights

Michelle D. Werth

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Denise Werth's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CADARET, GRANT & CO., INC.

Primary Firm SEC Registration

PRENTICE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2023

Series 63

Date: 11/26/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2012

Series 24

Date: 10/2/2013

FINRA

Current Firm

PRENTICE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRENTICE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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