Unclaimed Profile

Michelle Denise Thomas

PFG INVESTMENTS, LLC·WOODBURY, New York

SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 66, Series 82TOClean record13 years registeredPFG INVESTMENTS, LLC

125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 2210435Firm CRD# 116537

Profile Verification

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

Identity

Michelle Denise Thomas · WOODBURY, NY

Registration

CRD #2210435 · PFG INVESTMENTS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

ARK GLOBAL, LLC

Jan 2024 – present

IMPACTU.INVESTMENTS, LLC

Jan 2024 – present

WBB SECURITIES, LLC

Oct 2022 – present

VANDERBILT ADVISORY SERVICES

Aug 2020 – present

VANDERBILT SECURITIES, LLC

Aug 2020 – present

MILLENNIAL ADVISERS, LLC.

Mar 2020 – May 2020

El Cajon, CA

WBB SECURITIES, LLC

Aug 2013 – Oct 2022

Lakeside, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 63

Series 66

Series 82TO

Registration record

First registered · August 6, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFG INVESTMENTS, LLC

CRD 116537 · SEC 801-77166

AUM

$1.6B

Regulatory assets under management

Employees

132

6,469 client accounts

Services offered by PFG INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PFG INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Denise Thomas offer?

Michelle Denise Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, New York for a consultation.

What are Michelle Denise Thomas's credentials?

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

Where is Michelle Denise Thomas located?

Michelle Denise Thomas is based in WOODBURY, New York, working with PFG INVESTMENTS, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.

How does Michelle Denise Thomas charge for services?

Michelle Denise Thomas'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 PFG INVESTMENTS, LLC?

PFG INVESTMENTS, LLC has approximately 132 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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