Michelle Richter (CRD# 5630944) is an Investment Advisor Representative working at Annuity Research & Consulting in New York, NY and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Annuity Research & Consulting LLC | New York, NY | Jun 2021 - Current | 2 |
| Annuity Research & Consulting LLC | New York, NY | Jun 2020 - Current | 3 |
| Milliman, Inc. | N/a, XX | Jan 2017 - Jun 2020 | 3 |
| Ashton Stewart & Company, Inc. | New York, NY | May 2015 - Oct 2016 | 1 |
| Alesia Re | New York, NY | Jan 2015 - Oct 2016 | 1 |
| Crown Global Insurance Group | New York, NY | Apr 2012 - Oct 2016 | 4 |
| Asaph Advisors | New York, NY | May 2012 - May 2015 | 3 |
| Innovation Partners LLC | Matthews, NC | Mar 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
CA, NY
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