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Michelle Elise Wells

THE DARROW COMPANY, INC.·NEEDHAM, Massachusetts
Clean record27 years registeredTHE DARROW COMPANY, INC.
200 RESERVOIR STREET, NEEDHAM, MA 02494CRD# 4551613Firm CRD# 105679

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Elise Wells · NEEDHAM, MA
Registration
CRD #4551613 · THE DARROW COMPANY, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

DARROW WEALTH MANAGEMENT
Apr 1999 – present
02

Registrations & Exams

Registration record
First registered · April 21, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE DARROW COMPANY, INC.
CRD 105679 · SEC 801-34359
AUM
$246M
Regulatory assets under management
Employees
5
397 client accounts
Services offered by THE DARROW COMPANY, INC.
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 THE DARROW COMPANY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Michelle Elise Wells offer?
Michelle Elise Wells specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Michelle Elise Wells's credentials?
Michelle Elise Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Elise Wells located?
Michelle Elise Wells is based in NEEDHAM, Massachusetts, working with THE DARROW COMPANY, INC.. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Michelle Elise Wells charge for services?
Michelle Elise Wells'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 THE DARROW COMPANY, INC.?
THE DARROW COMPANY, INC. has approximately 5 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE DARROW COMPANY, INC.

Kristin Botto Mckenna
NEEDHAM, MA
Thomas James Mcfarland
NEEDHAM, MA

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