Vice President · Blue Sky Capital Consultants Group, Inc.
Michelle P Lin
CRD 5506063 · Named on Form ADV at one SEC-registered adviser
At a glance
Blue Sky Capital Consultants Group, Inc., an SEC-registered wealth manager based in Poway, CA with $306 million in regulatory assets, lists Michelle P Lin on its Form ADV as Vice President, a control person.
Firms and roles
- Blue Sky Capital Consultants Group, Inc.Vice PresidentWealth manager · Poway, CA · $306M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- 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
- 1 firmLocked
- 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.
Colleagues named on the same filings
- Larry J. StecklerPresident/cfo, Blue Sky Capital Consultants Group, Inc.
- Peter E. ThomasChief Compliance Officer/chief Operating Officer, Blue Sky Capital Consultants Group, Inc.
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.