Teresa E. Michaels
Professional summary
Teresa E Michaels, CFP®, who also goes by Teresa Eileen Dolan, is a registered financial advisor currently at MCKINLEY CARTER WEALTH SERVICES, INC. located in Wheeling, West Virginia.
Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Teresa has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Teresa E Michaels's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
August 30, 2016 - Present
MCKINLEY CARTER WEALTH SERVICES, INC.
Office #1: 2100 Market Street, Wheeling, WV 26003August 3, 2015 - June 22, 2016
ANTHEM SECURITIES, INC.
March 22, 2010 - July 11, 2014
GROVE POINT INVESTMENTS, LLC
Primary Firm SEC Registration
MCKINLEY CARTER WEALTH SERVICES, INC.
CRD#: 135184 / SEC#: 801-64584
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2022)
(8/30/2016)
Exams
Current Firm
MCKINLEY CARTER WEALTH SERVICES, INC.
CRD#: 135184 / SEC#: 801-64584
Contact information
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,213 |
| AUM (Assets Under Management) | $ 2,532,619,554 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 07/26/2024 | ||
| 09/27/2023 |
Red Flags
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