Michele Nettesheim has been an investment adviser representative at Phoenix Wealth Advisors since March 2011, and is not listed among the firm’s executive officers or direct owners.
Phoenix Wealth Advisors Inc. is a Chapel Hill, NC firm with $641M under management, 1,592 clients and 7 advisers in one office, as of its July 2026 filing.
- Phoenix Wealth Advisors Inc.Current– present · 15 yearsChapel Hill, NC · Adviser representative · Firm CRD 118412
Investment adviser representative registrations
Michele Nettesheim is registered as an investment adviser representative in North Carolina, since March 2011.
- North CarolinaSince 7 March 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2005 |
| Series 7 | General Securities Representative Examination | 7 March 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michele Suzanne Nettesheim
- CRD
- 4866891
- Firm
- Phoenix Wealth Advisors · CRD 118412
- Office
- 100 EUROPA DRIVE, SUITE 390, Chapel Hill, NC 27517
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michele Nettesheim work?
Michele Nettesheim is an investment adviser representative registered through Phoenix Wealth Advisors Inc. since March 2011, and is not listed among the firm’s executive officers or direct owners.
Is Michele Nettesheim a financial advisor?
Yes. Michele Nettesheim has a current investment-adviser registration in North Carolina, through Phoenix Wealth Advisors since March 2011.
How many years of experience does Michele Nettesheim have?
Michele Nettesheim has 21 years in the financial industry, since March 2005, across 1 adviser firm.
What exams has Michele Nettesheim passed?
Michele Nettesheim has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2005. FINRA credited Michele Nettesheim with the SIE, which began in October 2018.
Where is Michele Nettesheim based?
Michele Nettesheim’s registered office is in Chapel Hill, NC.
Is Michele Nettesheim registered with FINRA?
Yes. Michele Nettesheim has a current broker registration, under CRD 4866891.
Source: FINRA BrokerCheck
How can I verify Michele Nettesheim’s record?
Search CRD 4866891 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michele Nettesheim’s full registration record.