Michelle Petrowski

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CRD#: 5837917

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michelle Petrowski, CFP®, who also goes by Michelle Buonincontri, Michelle De Palo, Michelle Seeley, was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2013. Michelle had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Divorce Planning

Hourly

Investment Advice with Ongoing Management

Unmarried Couples

Women's Financial Planning Issues

Question & Answer

What are your service offerings?

Retirement Planning

Small Business Planning

Divorce Planning

Tax Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Budgeting

Debt Management

Life Transitions

Retirement Income Management

Investment Planning

Are you a "fiduciary"?

Aliases

Michelle Buonincontri | Michelle De Palo | Michelle Seeley

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

CRD#: 5393

PHOENIX, AZ

Past

April 17, 2013 - December 4, 2014

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

PHOENIX, AZ

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".

ELLEVEST

ELLEVATE FINANCIAL, INC. | ELLEVEST, INC. | ELLEVEST

CRD#: 175476 / SEC#: 801-106683

RIA

Registered Investment Advisory firm - (9/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/24/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/6/2026

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2013

General Securities Representative Examination

Current Firm

ELLEVEST

ELLEVATE FINANCIAL, INC. | ELLEVEST, INC. | ELLEVEST

CRD#: 175476 / SEC#: 801-106683

RIA

Registered Investment Advisory firm - (9/28/2015 Approved)

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Contact information

Main Address

228 Park Ave S Pmb 94934, New York, NY 10003

Mailing Address

228 Park Ave S Pmb 94934, New York, NY 10003-1502

Phone number

(844) 355-7100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELLEVEST INVESTMENT ADVISORY BROCHURE (1/5/2026)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 1,012,582,923

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Michelle Petrowski

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

BEING IN ABUNDANCE, LLC

SENSIBLE MONEY, LLC

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

Primary Firm SEC Registration

ELLEVEST

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2013

SIE

Date: 1/6/2026

Series 7

Date: 4/29/2013

Current Firm

ELLEVEST

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELLEVEST

TRUST BUT VERIFY

Contact information

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