Unclaimed Profile

Renee Ann Michel

SWEENEY & MICHEL, LLC·CHICO, California

SIE, Series 6, Series 7, Series 63, Series 65Clean record14 years registeredSWEENEY & MICHEL, LLC

196 COHASSET ROAD, CHICO, CA 95926CRD# 4713493Firm CRD# 282595

Profile Verification

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

Identity

Renee Ann Michel · CHICO, CA

Registration

CRD #4713493 · SWEENEY & MICHEL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SWEENEY & MICHEL, LLC

Mar 2016 – present

CETERA ADVISOR NETWORKS LLC

Oct 2011 – Jan 2019

CHICO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 26, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWEENEY & MICHEL, LLC

CRD 282595 · SEC 801-113350

AUM

$558M

Regulatory assets under management

Employees

1,602 client accounts

Services offered by SWEENEY & MICHEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SWEENEY & MICHEL, LLC →

Introduction

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Frequently Asked Questions

What services does Renee Ann Michel offer?

Renee Ann Michel specializes in Financial Planning, Investment Management. Contact their office in CHICO, California for a consultation.

What are Renee Ann Michel's credentials?

Renee Ann Michel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Renee Ann Michel located?

Renee Ann Michel is based in CHICO, California, working with SWEENEY & MICHEL, LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.

How does Renee Ann Michel charge for services?

Renee Ann Michel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWEENEY & MICHEL, LLC?

SWEENEY & MICHEL, LLC has approximately 6 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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