Adviser and broker representative · Equity Services, Inc.
Michelle P. Lawrence
CRD 4614601 · Colchester, VT
At a glance
Michelle P. Lawrence is an investment adviser representative with Equity Services, Inc. in Colchester, VT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michelle’s SEC record dates to 2003, about 23 years ago. Michelle is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Equity Services, Inc.Since May 2003Colchester, VT · $2.8B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- 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
- Locked
- 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
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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 and FINRA BrokerCheck.