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MH

Michelle A. Hauser

SAPPHIRE WEALTH
CHESTERLAND, OH
Some features on this profile are disabled
CRD#: 6250344
MH

Professional summary

Michelle Ann Hauser is a registered financial advisor currently at SAPPHIRE WEALTH located in Chesterland, Ohio.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michelle has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ann Hauser's 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 2, 2026 - Present

SAPPHIRE WEALTH

RIA
CRD#: 340393
CHESTERLAND, OH
Past

December 19, 2016 - December 5, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
BEACHWOOD, OH

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
Ohio
(3/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2016
General Securities Representative Examination

Current Firm

SW
SAPPHIRE WEALTH
SAPPHIRE LEGACY WEALTH STRATEGIES, INC. | SAPPHIRE WEALTH

CRD#: 340393 / SEC#:

Ohio
Registered Investment Advisory firm - (3/2/2026 Approved)
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Contact information

Main Address
Chesterland, OH
Mailing Address
Phone number
(440) 534-9988
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

SAPPHIRE WEALTH

CRD#: 340393Chesterland, OH

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