Michelle Fait, financial advisor Seattle WA

Michelle Fait

CRD Number: 2393968
Current Firm: Satori Financial LLC

Michelle Fait (CRD# 2393968) is an Investment Advisor Representative working at Satori Financial LLC in Seattle, WA and has over 28 years of experience in the finance industry. Michelle Fait 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
Satori Financial LLC Seattle, WA Jan 2001 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
Contact Info for Michelle A. Fait
Phone Number: 2063209263
Firm Website: http://www.satorifin.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $563,096
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
Types of Clients
Registered States

CA, WA

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