Michelle Jennifer Blass
Investment adviser representative at 1015 Capital Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$150.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- 1015 Capital Partners, LLCApr 2024 to now
- BNY MellonAug 2015 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
1015 Capital Partners, LLC
$150.4MAssets managed
18Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3167322
- Firm CRD
- 328453