Michelle Tang (CRD# 7719792) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Berkeley, CA | Mar 2023 - Current | 1 |
| The Lapham Company | Berkeley, CA | Apr 2022 - Mar 2023 | < 1 |
| Berkeley Unified School District | Berkeley, CA | Oct 2021 - Mar 2023 | 1 |
| Tpr Education (the Princeton Review) | Berkeley (remote), CA | Sep 2021 - Mar 2023 | 1 |
| Ikea Us Retail | Emeryville, CA | Nov 2020 - Nov 2021 | 1 |
| Full-time Education | Berkeley, CA | Aug 2017 - May 2021 | 3 |
| Unemployed | Berkeley, CA | May 2020 - Nov 2020 | < 1 |
| University Of California, Berkeley | Berkeley, CA | May 2019 - May 2020 | 1 |
| Self-employed | San Francisco, CA | Sep 2017 - Sep 2017 | < 1 |
| Unemployed | San Francisco, CA | May 2017 - Aug 2017 | < 1 |
| Full-time Education | San Francisco, CA | Mar 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | May 2023 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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