Michelle Lee Sears
Investment adviser representative at Wilmington Trust Investment Advisors, Inc.
18 yearsExperience
1 stateRegistered in
$17.8BFirm assets
30 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Wilmington Trust Investment Advisors, Inc.Mar 2025 to now
- M&t Securities, Inc.Mar 2024 to now
- Manufacturers & Traders Trust Company ("m&t Bank")May 2022 to now
- LPL Financial LLCMar 2020 to May 2022
- Ameriserv FinancialSep 2018 to May 2022
- Trustmont Advisory Group, Inc.Aug 2017 to Sep 2018
- Trustmont Financial Group, Inc.Aug 2017 to Sep 2018
- UnemployedMay 2017 to Aug 2017
- S&t BankMay 2008 to May 2017
- Investment Professionals, Inc.May 2008 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wilmington Trust Investment Advisors, Inc.
$17.8BAssets managed
155Clients
17Advisers
30 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
- 5485135
- Firm CRD
- 106909