Unclaimed Profile

Michelle L Lawson

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC·BAKERSFIELD, California

SIE, Series 7, Series 10, Series 66Clean record20 years registeredLIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

5060 CALIFORNIA AVE, BAKERSFIELD, CA 93309CRD# 3269904Firm CRD# 131117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle L Lawson · BAKERSFIELD, CA

Registration

CRD #3269904 · LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Oct 2024 – present

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2022 – present

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2022 – Oct 2024

ST. PETERSBURG, FL

MODERN CAPITAL ADVISORS, LLC

Jan 2022 – Mar 2022

Bakersfield, CA

MODERN CAPITAL ADVISORS, LLC

Feb 2015 – Dec 2021

MT PLEASANT, SC

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2010

BAKERSFIELD, CA

MORGAN STANLEY & CO. INCORPORATED

Aug 2007 – Jun 2009

BAKERSFIELD, CA

CITIGROUP GLOBAL MARKETS INC.

Jan 2006 – Sep 2007

BAKERSFIELD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 10

Series 66

Registration record

First registered · January 31, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MODERN CAPITAL ADVISORS, LLC

CRD 131117 · SEC 801-72611

AUM

$285M

Regulatory assets under management

Employees

1,561 client accounts

Services offered by MODERN CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MODERN CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle L Lawson offer?

Michelle L Lawson specializes in Financial Planning, Investment Management. Contact their office in BAKERSFIELD, California for a consultation.

What are Michelle L Lawson's credentials?

Michelle L Lawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle L Lawson located?

Michelle L Lawson is based in BAKERSFIELD, California, working with LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.

How does Michelle L Lawson charge for services?

Michelle L Lawson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC?

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC has approximately 30 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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