Michelle C. Blouin

ROUTE 20 PRIVATE WEALTH

FORT LAUDERDALE, FL 33301

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CRD#: 7352830

Professional summary

Michelle Cari Blouin is a registered financial advisor currently at ROUTE 20 PRIVATE WEALTH INC. located in Fort Lauderdale, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michelle has worked at 4 firms and has passed the Series 65 exam.

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 Cari Blouin'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®

None

Experience

Current

December 12, 2024 - Present

ROUTE 20 PRIVATE WEALTH INC.

Office #1: 401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301

RIA

CRD#: 332581

FORT LAUDERDALE, FL

Past

May 6, 2024 - December 2, 2024

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

Fort Lauderdale, FL

Past

September 12, 2023 - August 30, 2024

WEITZ FINANCIAL GROUP LLC

RIA

CRD#: 325132

FT LAUDERDALE, FL

Past

July 28, 2022 - May 2, 2024

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

Ft Laurderdale, FL

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".

ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581 / SEC#: 801-130981

RIA

Registered Investment Advisory firm - (8/29/2024 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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/12/2024)

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 65

Date: 7/7/2022

Uniform Investment Adviser Law Examination

Current Firm

ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581 / SEC#: 801-130981

RIA

Registered Investment Advisory firm - (8/29/2024 Approved)

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Contact information

Main Address

401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301

Mailing Address

Phone number

(954) 712-7490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROUTE 20 PRIVATE WEALTH INC. BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 54,605,989

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.

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Michelle C. Blouin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ROUTE 20 PRIVATE WEALTH INC.

AXXCESS WEALTH MANAGEMENT, LLC

WEITZ FINANCIAL GROUP LLC

FORTITUDE ADVISORY GROUP L.L.C.

Primary Firm SEC Registration

ROUTE 20 PRIVATE WEALTH INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2022

Current Firm

ROUTE 20 PRIVATE WEALTH INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROUTE 20 PRIVATE WEALTH INC.

TRUST BUT VERIFY

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