Michelle Petrowski

VANGUARD ADVISERS

SCOTTSDALE, AZ 85260

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CRD#: 5837917

Professional summary

Michelle Petrowski, CFP®, who also goes by Michelle Buonincontri, Michelle De Palo, Michelle Depalo, Michelle Seeley, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Scottsdale, Arizona and VANGUARD MARKETING CORPORATION located in Scottsdale, Arizona.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michelle has worked at 8 firms and has passed the Series 66, Series 7TO, 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"?

Yes

Aliases

Michelle Buonincontri | Michelle De Palo | Michelle Depalo | 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) - RIA

Click below to view Michelle Petrowski'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 12, 2026 - Present

VANGUARD ADVISERS, INC.

Office #1: 14321 N Northsight Blvd, Scottsdale, AZ 85260

RIA

CRD#: 106715

SCOTTSDALE, AZ

Current

April 9, 2026 - Present

VANGUARD MARKETING CORPORATION

Office #1: 14321 N Northsight Blvd, Scottsdale, AZ 85260

CRD#: 7452

SCOTTSDALE, AZ

Past

January 8, 2024 - December 2, 2024

ELLEVEST

RIA

CRD#: 175476

Anthem, AZ

Past

January 31, 2022 - February 13, 2024

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Anthem, AZ

Past

August 24, 2021 - February 18, 2026

BEING IN ABUNDANCE, LLC

RIA

CRD#: 315888

ANTHEM, AZ

Past

August 17, 2015 - June 6, 2016

SENSIBLE MONEY, LLC

RIA

CRD#: 158641

SCOTTSDALE, AZ

Past

April 30, 2013 - December 4, 2014

CHARLES SCHWAB & CO., INC.

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".

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 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.

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

Arizona
(5/12/2026)

IAR

Arizona
(5/12/2026)

IAR

Texas
(5/12/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/9/2026

General Securities Representative 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

SRO Registrations

FINRA

Current Firm

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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Contact information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Mailing Address

Phone number

(610) 669-1000

Established

Firm type

Fiscal year end

# of Employees

2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VANGUARD MODEL PORTFOLIOS (2/2/2026)

VANGUARD PERSONAL ADVISOR SELECT (1/2/2026)

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (1/2/2026)

VANGUARD SITUATIONAL ADVISOR BROCHURE (1/2/2026)

STABLE VALUE (9/29/2025)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

Regulatory assets under management

Total Number of Accounts	698,843
AUM (Assets Under Management)	$ 300,434,933,763

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report
06/28/2023	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.

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) - RIA

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

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

ELLEVEST

ORIGIN INVESTMENT ADVISORY LLC

BEING IN ABUNDANCE, LLC

SENSIBLE MONEY, LLC

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

Primary Firm SEC Registration

VANGUARD ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2026

Series 7TO

Date: 4/9/2026

SIE

Date: 1/6/2026

Series 7

Date: 4/29/2013

FINRA

Current Firm

VANGUARD ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VANGUARD ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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