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Michelle Perry Higgins

MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC·SAN RAMON, California
SIE, Series 7, Series 63, Series 65Clean record28 years registeredMALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
12657 ALCOSTA BLVD, SAN RAMON, CA 94583CRD# 2733419Firm CRD# 110152

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Perry Higgins · SAN RAMON, CA
Registration
CRD #2733419 · MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

CALIFORNIA FINANCIAL ADVISORS
Mar 1998 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 9, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
CRD 110152 · SEC 801-55273
AUM
$1.7B
Regulatory assets under management
Employees
11
1,490 client accounts
Services offered by MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michelle Perry Higgins offer?
Michelle Perry Higgins specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Michelle Perry Higgins's credentials?
Michelle Perry Higgins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Perry Higgins located?
Michelle Perry Higgins is based in SAN RAMON, California, working with MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Michelle Perry Higgins charge for services?
Michelle Perry Higgins'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 MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC?
MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC

Thomas James Powers
SAN RAMON, CA
CFPChFC
Ryan Douglas Dennehy
SAN RAMON, CA
Michael Francis Maloon
SAN RAMON, CA
CFPChFC
Mark Anthony Pitre
SAN RAMON, CA
CFP

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