Michelle Mireles Soto
Investment adviser representative at Biltmore Family Office, LLC
17 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$3.5BFirm 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
17 years in the industry.
- Biltmore Family Office, LLCJan 2024 to now
- Trivergent Trust Company, LLCJan 2019 to Jan 2024
- Commerce National Bank & TrustJun 2009 to Dec 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Biltmore Family Office, LLC
$3.5BAssets managed
86Clients
16Advisers
13 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
- 5410968
- Firm CRD
- 167174