Michele Sine (CRD# 2698000) is an Investment Advisor Representative working at Impactadvisor LLC in Sf, CA and has over 9 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berkshire Hathaway Homeservices Drysdale Properties | Mill Valley, CA | Nov 2020 - Current | 3 |
| Impactadvisor, LLC | San Francisco, CA | Apr 2016 - Current | 8 |
| Coldwell Banker Residential Brokerage | Mill Valley, CA | Nov 2017 - Nov 2020 | 3 |
| Impact Labs Inc. | Tiburon, CA | Nov 2015 - Mar 2016 | < 1 |
| Polaris Wealth Advisers, LLC | San Rafael, CA | Mar 2015 - Aug 2015 | < 1 |
| Lateef Investment Management, LP | Greenbrae, CA | Nov 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- CA
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$344,613
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, TX
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