Skip to content

Michelle Lynn Contois

Investment adviser representative at Colman Knight Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$187.7MFirm assets
23 yearsFirm in business

Are you Michelle Lynn Contois? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Colman Knight Advisory Group, LLCAug 2024 to now
  2. Cambridge Investment Research Advisors Inc.Apr 2022 to Jul 2024
  3. Cambridge Investment Research Inc.Sep 2020 to Jul 2024
  4. Gfa Federal Credit UnionAug 2013 to Oct 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (MA).

Colman Knight Advisory Group, LLC

$187.7MAssets managed
127Clients
5Advisers
23 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
3211723
Firm CRD
119696
Advisor's SEC record (opens in a new tab)
CallContact this firm