Investment adviser representative · Heritage Wealth Management, Inc.
Michelle M. Hams
CRD 6021969 · San Diego, CA
At a glance
Michelle M. Hams is an investment adviser representative with Heritage Wealth Management, Inc. in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michelle’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Heritage Wealth Management, Inc.Since December 2021San Diego, CA · $643M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 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
- 4 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 Heritage Wealth Management, Inc.
- David P. AndrewsSan Diego · Certified Financial Planner
- Jordan L. GibbsSan Diego · Certified Financial Planner
- Ryan K. GibbsSan Diego · Certified Financial Planner
- William KirkSan Diego
- Daniel J. ShainbergSan Diego
Every advisor at Heritage Wealth Management, Inc. →Heritage Wealth Management, Inc.: assets, clients and custodians →Financial advisors in San Diego, CA →Every Heritage Wealth Management, Inc. advisor in San Diego →Advisor Moves: who changed firms this week →