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MK

Michelle M. Konstantarakis

THE INVESTMENT COUNSEL COMPANY OF NEVADA
Las Vegas, NV 89135
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CRD#: 4672736
MK

Professional summary


Michelle Morris Konstantarakis, AIF®, CFP®, CIMA®, who also goes by Michelle M Konstantarakis, Michelle Denise La Bianca, Michelle Denise Morris, is a registered financial advisor currently at THE INVESTMENT COUNSEL COMPANY OF NEVADA located in Las Vegas, Nevada.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michelle has worked at 1 firm and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michelle M Konstantarakis | Michelle Denise La Bianca | Michelle Denise Morris

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.
AS OF JUNE 2004, I HAVE BEEN WORKING AS A CONSULTANT PROVIDING ASSISTANCE WITH THE DEVELOPMENT OF DEPARTMENTAL LEARNING GUIDES, POLICIES AND PROCEDURES FOR WYNN LAS VEGAS HOTEL AND CASINO, LOCATED AT 3131 LAS VEGAS BOULEVARD SOUTH, LAS VEGAS, NV 89109. THE NUMBER OF HOURS VARIES FROM 40 HOURS PER MONTH TO 160 HOURS PER MONTH, WHICH ARE WORKED IN THE EVENINGS AND WEEKENDS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michelle Morris Konstantarakis'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®
AIF®

Experience


Current

September 20, 2005 - Present

THE INVESTMENT COUNSEL COMPANY OF NEVADA

Office #1: 10000 W. Charleston Blvd. Suite 280, Las Vegas, NV 89135
RIA
CRD#: 19608
Las Vegas, NV
Past

May 19, 2005 - January 4, 2011

THE INVESTMENT COUNSEL COMPANY OF NEVADA

BD
CRD#: 19608
LAS VEGAS, NV

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".
TI
THE INVESTMENT COUNSEL COMPANY OF NEVADA
FIDELITY FINANCIAL GROUP, INC. | THE INVESTMENT COUNSEL COMPANY OF NEVADA | THE INVESTMENT COUNSEL COMPANY

CRD#: 19608 / SEC#: 801-32353, 8-37685

RIA
Registered Investment Advisory firm - SEC (8/5/1988 Approved)
BD
Terminated by SEC on 03/07/2011

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
Nevada
(9/20/2005)
IAR
Texas
(3/22/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2005
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


TI
THE INVESTMENT COUNSEL COMPANY OF NEVADA
FIDELITY FINANCIAL GROUP, INC. | THE INVESTMENT COUNSEL COMPANY OF NEVADA | THE INVESTMENT COUNSEL COMPANY

CRD#: 19608 / SEC#: 801-32353, 8-37685

RIA
Registered Investment Advisory firm - SEC (8/5/1988 Approved)
BD
Terminated by SEC on 03/07/2011
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Contact information


Main Address
10000 W. Charleston Blvd. Suite 280, Las Vegas, NV 89135
Mailing Address
Phone number
(702) 871-8510
Established
Nevada since 03/26/1987
Firm type
Other Types of Legal Formation
Fiscal year end
December
# of Employees
15

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE (3/29/2025)

Direct owners and executive officers


NamePositionCRD#
GARCIA FAMILY TRUST DTD 8/29/91, RANDY A. GARCIA & STACI R. GARCIA TTEESTRUST
GARCIA, RANDY ANTHONYDIRECTOR862041
PARKER, WILHAMINA KATHLEEN ROPEROPRESIDENT / CHIEF COMPLIANCE OFFICER2908023
STACI ROBERTS GARCIADIRECTOR

Regulatory assets under management


Total Number of Accounts2,306
AUM (Assets Under Management)$ 1,838,311,006

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.

Company Information


THE INVESTMENT COUNSEL COMPANY OF NEVADA

CRD#: 19608Las Vegas, NV 89135

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