Michelle Rey Lutein has been an investment adviser representative at Resnick Wealth Alliance since July 2022, and is not listed among the firm’s executive officers or direct owners.
Resnick Wealth Alliance, LLC is a Palm Beach Gardens, FL firm with $121M under management, 62 clients and 2 advisers in one office, as of its May 2026 filing.
Michelle Rey Lutein’s longest registration was 5 years at Neuberger Berman LLC (2006–2012). Before joining Resnick Wealth Alliance in 2022, Michelle Rey Lutein was registered through Matrix Private Capital Group and Camden Capital, LLC.
- Resnick Wealth Alliance, LLCCurrent– present · 4 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 316188
- Matrix Private Capital Group– · 4 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 285531
- Camden Capital, LLC– · 4 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 129505
- J.P. Morgan Securities LLC– · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 79
- Neuberger Berman LLC– · 5 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 2908
- Merrill Lynch Pierce Fenner & Smith Inc.– · 4 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Michelle Rey Lutein is registered as an investment adviser representative in Florida, since July 2022.
- FloridaSince 5 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 June 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 August 2002 |
| Series 7 | General Securities Representative Examination | 6 November 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4396546
- Firm
- Resnick Wealth Alliance · CRD 316188
- Office
- 4400 PGA BOULEVARD, SUITE 404, Palm Beach Gardens, FL 33410
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Rey Lutein work?
Michelle Rey Lutein is an investment adviser representative registered through Resnick Wealth Alliance, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Rey Lutein a financial advisor?
Yes. Michelle Rey Lutein has a current investment-adviser registration in Florida, through Resnick Wealth Alliance since July 2022.
How many years of experience does Michelle Rey Lutein have?
Michelle Rey Lutein has 23 years in the financial industry, since February 2003, across 6 adviser firms.
What exams has Michelle Rey Lutein passed?
Michelle Rey Lutein has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in November 2001.
Where did Michelle Rey Lutein work before Resnick Wealth Alliance?
Before Resnick Wealth Alliance, Michelle Rey Lutein was registered through Matrix Private Capital Group, October 2017 to July 2022; Camden Capital, LLC, August 2013 to August 2017; J.P. Morgan Securities LLC, July 2012 to August 2013; Neuberger Berman LLC, October 2006 to May 2012; Merrill Lynch Pierce Fenner & Smith Inc., October 2002 to October 2006.
Where is Michelle Rey Lutein based?
Michelle Rey Lutein’s registered office is in Palm Beach Gardens, FL.
Is Michelle Rey Lutein registered with FINRA?
No. Michelle Rey Lutein has no current broker registration.
How can I verify Michelle Rey Lutein’s record?
Search CRD 4396546 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Rey Lutein’s full registration record.
