Michelle Nguyen (CRD# 4274275) is an Investment Advisor Representative working at Sonrisa Investment Management, LLC in Irvine, CA and has over 23 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sonrisa Investment Management, LLC | Irvine, CA | Aug 2022 - Current | 1 |
| Mpt Global Management Services | Irvine, CA | Jan 2018 - Current | 6 |
| Viet Art Center Foundation | Irvine, CA | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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