Michelle Wells, financial advisor Concord MA
90 score

Michelle Wells

CRD Number: 4551613
Current Firm: Darrow Wealth Management

Michelle Wells (CRD# 4551613) is an Investment Advisor Representative working at Darrow Wealth Management in Concord, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Darrow Company Concord, MA Feb 1997 - Current 19

Michelle Wells has no recent exams reported.
Contact Info for Michelle E. Wells
Phone Number: 978-369-5144
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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