Michelle Rudd is a registered investment advisor, based in New York, NY, with 31 years of industry experience.
Location
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle co-owns rental properties in Chelan, WA and Seattle, WA, dedicating minimal time to these activities. She also works as an advisor for Summit Trail Advisors, spending about a quarter of her time providing investment advice.
Employment History
Current Registrations
Summit Trail Securities, LLCBroker
Summit Trail Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Seafirst Investment Services, INC.Broker
State Registrations7 states
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.