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RIA / WealthAdvisor21 years in industry

MICHELLE SIANO

Advisor at FOUNDERS FINANCIAL SECURITIES, LLC

West Chester, PA

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Search this name across graphsid dfx:ria:82e39343-59a8-938e-7e23-a9d4d76335cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOUNDERS FINANCIAL SECURITIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Jan 21, 2005
First registration: Feb 3, 2009
Dual registered: no
IAPD individual key: 4085204

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOUNDERS FINANCIAL SECURITIES, LLC	Independent wealth	Nov 1, 2024	n/a	yes	West Chester, PA	Current employment
ELLIS INVESTMENT PARTNERS, LLC	Independent wealth	Sep 15, 2015	Nov 4, 2024	no	BERWYN, PA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Oct 9, 2014	Aug 28, 2015	no	DOWNINGTOWN, PA\|WEST CHESTER, PA	Previous registration
CMS WEALTH MANAGEMENT	Former SEC adviser	Feb 3, 2009	Jul 28, 2009	no	WAYNE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ELLIS INVESTMENT PARTNERS, LLC	FOUNDERS FINANCIAL SECURITIES, LLC	Nov 4, 2024	Nov 1, 2024	-3	Firm change	RIA to RIA
NEXT FINANCIAL GROUP, INC.	ELLIS INVESTMENT PARTNERS, LLC	Aug 28, 2015	Sep 15, 2015	18	Firm change	Other
CMS WEALTH MANAGEMENT	NEXT FINANCIAL GROUP, INC.	Jul 28, 2009	Oct 9, 2014	1,899	Firm change after gap	Other

Relationships

Registered with (4)

→ FOUNDERS FINANCIAL SECURITIES, LLCRegistered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ ELLIS INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 15, 2015 to Nov 4, 2024factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Oct 9, 2014 to Aug 28, 2015factForm ADV
→ CMS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 3, 2009 to Jul 28, 2009factForm ADV

Dated events

Occurred
Nov 4, 2024
Advisor changed firm
Michelle Siano left Ellis Investment Partners, Llc for Founders Financial Securities, Llc (registered 2024-11-01)
Form ADVobserved 6 days ago