Michelle Petrowski
Professional summary
Michelle Petrowski, CFP®, who also goes by Michelle Buonincontri, Michelle De Palo, Michelle Depalo, Michelle Seeley, is a registered financial professional currently at VANGUARD MARKETING CORPORATION located in Scottsdale, Arizona.
Michelle is registered as a RR (Registered Representative) and started their career in finance in 2013. Michelle has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michelle Petrowski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
April 9, 2026 - Present
VANGUARD MARKETING CORPORATION
Office #1: 14321 N Northsight Blvd, Scottsdale, AZ 85260January 8, 2024 - December 2, 2024
ELLEVEST
January 31, 2022 - February 13, 2024
ORIGIN INVESTMENT ADVISORY LLC
August 24, 2021 - February 18, 2026
BEING IN ABUNDANCE, LLC
August 17, 2015 - June 6, 2016
SENSIBLE MONEY, LLC
April 30, 2013 - December 4, 2014
CHARLES SCHWAB & CO., INC.
April 17, 2013 - December 4, 2014
SCHWAB WEALTH ADVISORY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 4/9/2026
General Securities Representative ExaminationFINRA
Current Firm
VANGUARD MARKETING CORPORATION
CRD#: 7452 / SEC#: , 8-21570
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VANGUARD GROUP, INC. | PARENT COMPANY | |
| BENDL, JOHN WESLEY | DIRECTOR, SENIOR VICE PRESIDENT | 6931980 |
| BISORDI, JOHN | DIRECTOR, VICE PRESIDENT, GENERAL COUNSEL | 7526828 |
| BOATENG, AMMA ACHEAMPOMAA | DIRECTOR, SENIOR VICE PRESIDENT | 4677078 |
| BRANCATO, MATTHEW CLARK | DIRECTOR, VICE PRESIDENT | 6220380 |
| JAMES, JOHN MARK | DIRECTOR, SENIOR VICE PRESIDENT | 5594356 |
| KADJESKI, ANDREW MICHAEL | CHAIRMAN, PRESIDENT, DIRECTOR, CEO | 4708335 |
| PANTALONE, SALVATORE L JR | PRINCIPAL FINANCIAL OFFICER | 2887373 |
| PETTY, DAVID | VICE PRESIDENT | 5684895 |
| STEWART, MARC CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2688699 |
| TRETTER, MATTHEW ANTHONY | PRINCIPAL OPERATIONS OFFICER | 5956530 |
Disclosures
| Regulatory Event | 47 |
| Arbitration | 8 |
Red Flags
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