Michelle L. Sears

WILMINGTON TRUST INVESTMENT ADVISORS

Penn Run, PA

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CRD#: 5485135

Professional summary

Michelle Lee Sears, who also goes by Michelle Lee Deemer, is a registered financial advisor currently at WILMINGTON TRUST INVESTMENT ADVISORS, INC. located in Penn Run, Pennsylvania and M&T SECURITIES, INC. located in Boston, Massachusetts.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Michelle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Lee Deemer

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.

STARTING: 05/2022; MANUFACTURERS & TRADERS TRUST COMPANY ("M&T BANK), ONE M&T PLAZA, BUFFALO, NY, 14203

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lee Sears'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 4, 2025 - Present

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIA

CRD#: 106909

Penn Run, PA

Current

March 27, 2024 - Present

M&T SECURITIES, INC.

Office #1: 115 Federal Street 18th Floor, Boston, MA 02110-0300

CRD#: 17358

Boston, MA

Past

March 27, 2020 - May 10, 2022

LPL FINANCIAL LLC

CRD#: 6413

JOHNSTOWN, PA

Past

March 25, 2020 - May 10, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

JOHNSTOWN, PA

Past

August 1, 2017 - September 17, 2018

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

GREENSBURG, PA

Past

August 1, 2017 - September 17, 2018

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

December 3, 2008 - December 20, 2016

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

INDIANA, PA

Past

June 24, 2008 - December 20, 2016

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

INDIANA, 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".

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA

Registered Investment Advisory firm - (12/27/1995 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
(3/4/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA

Registered Investment Advisory firm - (12/27/1995 Approved)

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Contact information

Main Address

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001

Mailing Address

Phone number

(212) 965-5938

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WTIA FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	3,540
AUM (Assets Under Management)	$ 17,432,390,316

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
10/28/2024	Cover Page	Report
09/08/2023	Cover Page	Report
10/21/2022	Cover Page	Report

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 L. Sears

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lee Sears's CRS (Customer Relationship Summary).

Certified licenses

Experience

M&T SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

Primary Firm SEC Registration

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2008

SIE

Date: 9/17/2018

Series 7

Date: 6/23/2008

FINRA

Current Firm

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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