Unclaimed Profile

Michelle Renee Schroeder

CONGRESS ASSET MANAGEMENT COMPANY, LLP·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 52TO, Series 63, Series 66Clean record21 years registeredCONGRESS ASSET MANAGEMENT COMPANY, LLP

2 SEAPORT LANE, BOSTON, MA 02210-2001CRD# 2548818Firm CRD# 105161

Profile Verification

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

Identity

Michelle Renee Schroeder · BOSTON, MA

Registration

CRD #2548818 · CONGRESS ASSET MANAGEMENT COMPANY, LLP · 21 years registered

Brand Profile

Not yet started

Career History

AMERITAS ADVISORY SERVICES, LLC

Sep 2025 – present

FIFTH THIRD SECURITIES, INC.

Apr 2024 – Sep 2025

SYLVANIA, OH

HUNTINGTON FINANCIAL ADVISORS

Jan 2017 – May 2023

Lambertville, MI

ROYAL ALLIANCE ASSOCIATES, INC.

Jul 2013 – Dec 2016

TOLEDO, OH

REHMANN FINANCIAL

Oct 2012 – Dec 2012

TOLEDO, OH

NRP ADVISORS, INC.

Mar 2008 – Nov 2010

BRYAN, OH

NRP FINANCIAL, INC.

Sep 2005 – Oct 2008

BRYAN, OH

MCDONALD INVESTMENTS INC.

Sep 2004 – Sep 2005

OREGON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 63

Series 66

Registration record

First registered · September 21, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONGRESS ASSET MANAGEMENT COMPANY, LLP

CRD 105161 · SEC 801-23386

AUM

$12.1B

Regulatory assets under management

Employees

7,032 client accounts

Services offered by CONGRESS ASSET MANAGEMENT COMPANY, LLP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at CONGRESS ASSET MANAGEMENT COMPANY, LLP →

Introduction

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Frequently Asked Questions

What services does Michelle Renee Schroeder offer?

Michelle Renee Schroeder specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Michelle Renee Schroeder's credentials?

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

Where is Michelle Renee Schroeder located?

Michelle Renee Schroeder is based in BOSTON, Massachusetts, working with CONGRESS ASSET MANAGEMENT COMPANY, LLP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Michelle Renee Schroeder charge for services?

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

How large is CONGRESS ASSET MANAGEMENT COMPANY, LLP?

CONGRESS ASSET MANAGEMENT COMPANY, LLP has approximately 66 employees and manages $12.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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