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Michelle Lais Mabry

CLIENT 1ST ADVISORY GROUP LLC·DUNEDIN, Florida
Series 7, Series 63, Series 6536 years registeredCLIENT 1ST ADVISORY GROUP LLC
678 DOUGLAS AVENUE, DUNEDIN, FL 34698CRD# 1987030Firm CRD# 167790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Lais Mabry · DUNEDIN, FL
Registration
CRD #1987030 · CLIENT 1ST ADVISORY GROUP LLC · 36 years registered
Brand Profile
Not yet started
01

Career History

CLIENT 1ST ADVISORY GROUP
Oct 2013 – present
CLIENT 1ST ADVISORY GROUP
Jun 2013 – Dec 2016
HATTIESBURG, MS
CLIENT 1ST ADVISORY GROUP
Jan 2013 – Jun 2013
HATTIESBURG, MS
COMMONWEALTH FINANCIAL NETWORK
Apr 2008 – Jan 2013
HATTIESBURG, MS
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 1989 – Apr 2008
HATTIESBURG, MS
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 24, 1989
Years registered · 36
03

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CRD 167790 · SEC 801-78052
AUM
$349M
Regulatory assets under management
Employees
6
825 client accounts
Services offered by CLIENT 1ST ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENT 1ST ADVISORY GROUP LLC →
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05

Frequently Asked Questions

What services does Michelle Lais Mabry offer?
Michelle Lais Mabry specializes in Financial Planning, Investment Management. Contact their office in DUNEDIN, Florida for a consultation.
What are Michelle Lais Mabry's credentials?
Michelle Lais Mabry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lais Mabry located?
Michelle Lais Mabry is based in DUNEDIN, Florida, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the DUNEDIN metropolitan area and surrounding communities.
How does Michelle Lais Mabry charge for services?
Michelle Lais Mabry'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 CLIENT 1ST ADVISORY GROUP LLC?
CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLIENT 1ST ADVISORY GROUP LLC

Craig Scott Phillips
DUNEDIN, FL
David George Stieh
DUNEDIN, FL
Herbert Aloysius Pontzer
DUNEDIN, FL
CFP
Morgan E Mabry
DUNEDIN, FL
Andrea Diane Mears
CLEARWATER, FL
Shaun Patrick Fedder
CLEARWATER, FL

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