Michelle Pollak, financial advisor Orinda CA
103 score

Michelle Pollak

CRD Number: 4462071
Current Firm: Ameriprise Financial Services, Inc.
Compensation Model: Both
Michelle Pollak (CRD# 4462071) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
American Expres Financial Advisors San Francisco, CA Sep 2001 - Current 15
Ids Life Insurance Company Walnut Creek, CA Sep 2001 - Jul 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Michelle N. Pollak
Phone Number: 925.905.9890
Registered State(s):
  • CA
  • IL
  • WA
  • HI
  • NJ
  • PA
  • NC
  • OR
  • MO
  • AZ
  • CO
  • NV
  • NM
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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