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Chief Compliance Officer · Shope Advisors Group

Michelle L Shope

CRD 7829576 · Named on Form ADV at one SEC-registered adviser

At a glance

Shope Advisors Group, an SEC-registered wealth manager based in Camillus, NY with $66 million in regulatory assets, lists Michelle L Shope on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Shope Advisors GroupChief Compliance OfficerWealth manager · Camillus, NY · $66M in regulatory assets

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.