Michelle L. Barron

RIVER CITY WEALTH MANAGEMENT

Jacksonville, FL 32256

Some features on this profile are disabled

CRD#: 3070248

Professional summary

Michelle Lynn Barron, CFP®, who also goes by Michelle L Azar, Michelle Lynn Azar, is a registered financial advisor currently at RIVER CITY WEALTH MANAGEMENT located in Jacksonville, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michelle has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle L Azar | Michelle Lynn Azar

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.

Barron Properties Florida, LLC- Non investment related- 10701 Grayson Court, Jacksonville, FL 32220 Property Management - Manager. Start November 2018 1 hr. month dedicated to business RCW Management, LLC- Service Company 10175 Fortune Parkway #603, Jacksonville, FL 32256 Manager Start January 2019 less than 5 hrs per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Barron'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 2, 2021 - Present

RIVER CITY WEALTH MANAGEMENT

Office #1: 10175 Fortune Pkwy Unit 603, Jacksonville, FL 32256

RIA

CRD#: 314312

Jacksonville, FL

Past

June 14, 2019 - July 1, 2021

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Jacksonville, FL

Past

March 13, 2009 - June 28, 2019

MADDEN ADVISORY SERVICES, INC.

RIA

CRD#: 112607

JACKSONVILLE, FL

Past

December 10, 2001 - December 20, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

JACKSONVILLE, FL

Past

August 14, 1999 - December 12, 2001

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

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".

RIVER CITY WEALTH MANAGEMENT

RCW MANAGEMENT, LLC | RIVER CITY WEALTH MANAGEMENT

CRD#: 314312 / SEC#: 801-121329

RIA

Registered Investment Advisory firm - (5/28/2021 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
(7/2/2021)

IAR

Texas
(1/27/2023)

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

IAR

Series 66

Date: 7/1/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

Current Firm

RIVER CITY WEALTH MANAGEMENT

RCW MANAGEMENT, LLC | RIVER CITY WEALTH MANAGEMENT

CRD#: 314312 / SEC#: 801-121329

RIA

Registered Investment Advisory firm - (5/28/2021 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

10175 Fortune Pkwy Unit 603, Jacksonville, FL 32256

Mailing Address

Phone number

(904) 374-9098

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RCW ADV 2A MARCH 2023 (2/27/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 151,679,313

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

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

Jacksonville, FL

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michelle L. Barron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Barron's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVER CITY WEALTH MANAGEMENT

ADVISORY SERVICES NETWORK

MADDEN ADVISORY SERVICES, INC.

FSC SECURITIES CORPORATION

IFG NETWORK SECURITIES, INC.

Primary Firm SEC Registration

RIVER CITY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2006

Series 7

Date: 8/12/1999

Current Firm

RIVER CITY WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVER CITY WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors