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Michele Marie Mccabe

VESTPOINTE WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona
Series 65Clean record7 years registeredVESTPOINTE WEALTH MANAGEMENT, LLC
7373 E. DOUBLETREE RANCH RD., SCOTTSDALE, AZ 85258CRD# 2037282Firm CRD# 132591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michele Marie Mccabe · SCOTTSDALE, AZ
Registration
CRD #2037282 · VESTPOINTE WEALTH MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

VESTPOINTE WEALTH MANAGEMENT, LLC
Jun 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 18, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591 · SEC 801-122250
AUM
$123M
Regulatory assets under management
Employees
3
462 client accounts
Services offered by VESTPOINTE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VESTPOINTE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michele Marie Mccabe offer?
Michele Marie Mccabe specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Michele Marie Mccabe's credentials?
Michele Marie Mccabe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele Marie Mccabe located?
Michele Marie Mccabe is based in SCOTTSDALE, Arizona, working with VESTPOINTE WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Michele Marie Mccabe charge for services?
Michele Marie Mccabe's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTPOINTE WEALTH MANAGEMENT, LLC?
VESTPOINTE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VESTPOINTE WEALTH MANAGEMENT, LLC

Joseph Ignatius Mccabe
SCOTTSDALE, AZ

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