Michelle Huffman, financial advisor New York NY

Michelle Huffman

CRD Number: 2387759
Current Firm: Steward Partners Investment Advisory, LLC

Michelle Huffman (CRD# 2387759) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 30 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Norfolk, VA May 2022 - Current 1
Steward Partners Investment Advisory, LLC Norfolk, VA May 2020 - Current 3
Steward Partners Global Advisory, LLC Norfolk, VA May 2020 - Current 3
Raymond James Financial Services, Inc. Norfolk, VA May 2020 - May 2022 2
Wells Fargo Clearing Services, LLC Norfolk, VA Jan 2011 - May 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Michelle S. Huffman
Phone Number: 212-364-0364
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    12,169
    MILLIONS
  • Total Number of Accounts
    27,637
    ACCOUNTS
  • Average Account Value
    $440,314
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, 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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