Investment adviser representative · Amplius Wealth Advisors
Michelle F. Czarnecki
CRD 5351881 · Blue Bell, PA
At a glance
Michelle F. Czarnecki is an investment adviser representative with Amplius Wealth Advisors in Blue Bell, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michelle’s SEC record dates to 2013, about 12 years ago.
Current advisory firm
- Amplius Wealth AdvisorsSince November 2022Blue Bell, PA · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Michelle’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Amplius Wealth Advisors
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- Matthew D. LiebmanBlue Bell · Chartered Financial Analyst
- Samuel A. LiebmanBlue Bell
- Allyson A. MangineBlue Bell · Certified Financial Planner
- Aaron S. MarksBlue Bell
- Philip R. Matalucci IVBlue Bell · Certified Financial Planner
- Jacob D. SianiBlue Bell
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