MH
MH

Michelle Hatten

27 Years of Experience
Clarence, NY
Broker

Michelle Hatten is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarence, NY, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9505 Main St, Clarence, NY, 14031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michelle owns rental real estate, dedicating minimal time as a landlord. She also works as support staff for Scheff Liddell Wealth Group, taking about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
July 1998 - July 2007 · 9 yrs
Dean Witter Reynolds INC.Broker
March 1998 - June 1998 · 3 mos
State Registrations40 states
AZCACOCTDCDEFLGAIAIDILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michelle Hatten - Financial Advisor | TrueAdvisor