Michelle Patterson Hundley
Investment adviser representative at Trio Wealth Management, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$134MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Trio Wealth Management, LLCAug 2023 to now
- Goldman Sachs (formerly United Capital Advisors, LLC)Mar 2018 to Jul 2023
- Hemington Wealth ManagementFeb 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
Trio Wealth Management, LLC
$134MAssets managed
87Clients
4Advisers
1 yearIn 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
- 6692766
- Firm CRD
- 328042