Michelle Brownstein, financial advisor San Francisco CA
96 score

Michelle Brownstein

CRD Number: 5621809
Current Firm: Personal Capital Advisors Corporation

Michelle Brownstein (CRD# 5621809) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 9 years of experience in the finance industry. Michelle Brownstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Personal Capital Advisors Corporation San Francisco, CA Dec 2011 - Current 6
Fisher Investments Woodside, CA Aug 2007 - Nov 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Michelle E. Brownstein
Phone Number: 415-800-5922
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    6,489
    MILLIONS
  • Total Number of Accounts
    37,793
    ACCOUNTS
  • Average Account Value
    $171,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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