Michelle J. Blass

1015 CAPITAL PARTNERS

Narberth, PA 19072

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CRD#: 3167322

Professional summary

Michelle Jennifer Blass, CFP® is a registered financial advisor currently at 1015 CAPITAL PARTNERS, LLC located in Narberth, Pennsylvania.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michelle has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jennifer Blass'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

Experience

Current

April 1, 2024 - Present

1015 CAPITAL PARTNERS, LLC

Office #1: 933 Montgomery Ave. Suite 1022, Narberth, PA 19072

RIA

CRD#: 328453

Narberth, PA

Past

August 28, 2014 - September 25, 2015

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH MEETING, PA

Past

August 14, 2014 - September 25, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

PLYMOUTH MEETING, PA

Past

May 2, 2012 - August 31, 2012

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH MEETING, PA

Past

April 10, 2012 - August 31, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

PLYMOUTH MEETING, PA

Past

July 2, 2010 - August 30, 2010

WALNUT STREET SECURITIES, INC.

CRD#: 15840

BERWYN, PA

Past

July 1, 2010 - August 12, 2010

IFG RUSSELL ADVISORS INC

RIA

CRD#: 108677

BERWYN, PA

Past

July 1, 2010 - August 12, 2010

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

RIA

CRD#: 119449

BERWYN, PA

Past

February 20, 2008 - July 8, 2008

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

LANSDALE, PA

Past

February 5, 2008 - July 8, 2008

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

LANSDALE, PA

Past

November 30, 2001 - February 6, 2008

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

August 23, 1999 - February 21, 2006

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

1015 CAPITAL PARTNERS, LLC

CRD#: 328453 / SEC#: 801-129791

RIA

Registered Investment Advisory firm - (3/29/2024 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

Pennsylvania
(4/1/2024)

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 65

Date: 11/14/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/20/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

1015 CAPITAL PARTNERS, LLC

CRD#: 328453 / SEC#: 801-129791

RIA

Registered Investment Advisory firm - (3/29/2024 Approved)

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Contact information

Main Address

Pottstown, PA

Mailing Address

933 Montgomery Ave. Suite 1022, Narberth, PA 19072

Phone number

(610) 574-7036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/28/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 110,242,366

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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Firm Stability Insights

Michelle J. Blass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Jennifer Blass's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WALNUT STREET SECURITIES, INC.

IFG RUSSELL ADVISORS INC

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

1015 CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2001

Series 63

Date: 8/27/1999

SIE

Date: 9/25/2015

Series 7

Date: 10/30/2001

Series 6

Date: 8/20/1999

Current Firm

1015 CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

1015 CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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