Michele S. Nettesheim
PHOENIX WEALTH ADVISORS
Chapel Hill, NC 27517
Some features on this profile are disabled
CRD#: 4866891
Professional summary
Michele Suzanne Nettesheim, CFP®, who also goes by Michele Suzanne Eager, is a registered financial advisor currently at PHOENIX WEALTH ADVISORS INC. located in Chapel Hill, North Carolina and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Chapel Hill, North Carolina.
Michele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michele has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michele Suzanne Eager
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.
(1)Name of Business: Michele Nettesheim Address: 109 Strangford Ln, Durham, NC, 27713, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 09/27/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Phoenix Wealth Advisors Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517-2395, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/16/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner and Advisor (3)Name of Business: Phoenix Wealth Advisors, Inc. Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Review and recommend investments, financial planning, trading, administration (4)Name of Business: What a View Rentals LLC Address: 109 Strangford Ln, Durham, NC, 27713, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/23/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a condo that we are going to be renting out for part of the year
CRS (Client Relationship Summary) - RIA
Click below to view Michele Suzanne Nettesheim's 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®
Start date: 2005
Experience
Current
March 7, 2011 - Present
PHOENIX WEALTH ADVISORS INC.
Office #1: 100 Europa Drive Suite 390, Chapel Hill, NC 27517RIA
CRD#: 118412
Chapel Hill, NC
Current
March 8, 2005 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 100 Europa Drive Suite 390, Chapel Hill, NC 27517BD
CRD#: 6694
Chapel Hill, NC
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".
PW
PHOENIX WEALTH ADVISORS INC.
PHOENIX FINANCIAL INC. | PHOENIX WEALTH ADVISORS INC.
CRD#: 118412 / SEC#: 801-60793
RIA
Registered Investment Advisory firm - (12/14/2001 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.RR
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
RR
California(5/17/2023)
RR
Connecticut(6/26/2024)
RR
District of Columbia(6/16/2023)
RR
Florida(6/26/2024)
RR
Illinois(7/18/2023)
RR
Maryland(9/29/2023)
RR
Massachusetts(6/16/2023)
RR
Michigan(6/27/2024)
RR
Mississippi(2/18/2025)
RR
New Jersey(9/29/2023)
RR
New York(5/11/2023)
RR
North Carolina(5/18/2005)
IAR
North Carolina(3/7/2011)
RR
Ohio(11/9/2023)
RR
Pennsylvania(6/16/2023)
RR
South Carolina(5/19/2023)
RR
Texas(6/16/2023)
RR
Vermont(6/16/2023)
RR
Virginia(5/9/2023)
RR
Washington(9/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PHOENIX WEALTH ADVISORS INC.
PHOENIX FINANCIAL INC. | PHOENIX WEALTH ADVISORS INC.
CRD#: 118412 / SEC#: 801-60793
RIA
Registered Investment Advisory firm - (12/14/2001 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
100 Europa Drive Suite 390, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 929-4448
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 551,004,269 |
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
PHOENIX WEALTH ADVISORS INC.
CRD#: 118412Chapel Hill, NC 27517TRUST BUT VERIFY
Monitor Michele Nettesheim
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
