Michelle Fait (CRD# 2393968) is an Investment Advisor Representative working at Satori Financial LLC in Seattle, WA and has over 30 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.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Satori Financial LLC | Seattle, WA | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- CA
- WA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$697,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, WA
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