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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

MICHELLE PETROWSKI

Advisor at SCHWAB WEALTH ADVISORY, INC.

Phoenix, AZ

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Search this name across graphsid dfx:ria:e85c20a9-1df0-57ca-7ac2-369337408b9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Apr 17, 2013 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: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 8, 2026
First registration: Apr 17, 2013
Dual registered: yes, broker-dealer
Other names: MICHELLE BUONINCONTRI|MICHELLE DE PALO|MICHELLE SEELEY|MICHELLE DEPALO
IAPD individual key: 5837917

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 17, 2026	n/a	yes	Phoenix, AZ	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	May 12, 2026	May 28, 2026	no	SCOTTSDALE, AZ	Previous registration
Ellevest	Independent wealth	Jan 8, 2024	Dec 2, 2024	no	Anthem, AZ\|NEW YORK, NY	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jan 31, 2022	Feb 13, 2024	no	Anthem, AZ\|SARASOTA, FL	Previous registration
BEING IN ABUNDANCE, LLC	n/a	Aug 24, 2021	Feb 18, 2026	no	ANTHEM, AZ	Previous registration
SENSIBLE MONEY, LLC	Independent wealth	Aug 17, 2015	Jun 6, 2016	no	SCOTTSDALE, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Apr 17, 2013	Dec 4, 2014	no	PHOENIX, AZ	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
VANGUARD ADVISERS, INC.	SCHWAB WEALTH ADVISORY, INC.	May 28, 2026	Jun 17, 2026	20	Firm change	Other
BEING IN ABUNDANCE, LLC	ORIGIN INVESTMENT ADVISORY LLC	Feb 18, 2026	Jan 31, 2022	-1,479	Firm change after gap	Other
Ellevest	VANGUARD ADVISERS, INC.	Dec 2, 2024	May 12, 2026	526	Firm change after gap	RIA to ibd
ORIGIN INVESTMENT ADVISORY LLC	Ellevest	Feb 13, 2024	Jan 8, 2024	-36	Firm change after gap	RIA to RIA
SENSIBLE MONEY, LLC	BEING IN ABUNDANCE, LLC	Jun 6, 2016	Aug 24, 2021	1,905	Firm change after gap	Other
SCHWAB WEALTH ADVISORY, INC.	SENSIBLE MONEY, LLC	Dec 4, 2014	Aug 17, 2015	256	Firm change	Other

Relationships

Registered with (6)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Apr 17, 2013 to Dec 4, 2014factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
May 12, 2026 to May 28, 2026factForm ADV
→ BEING IN ABUNDANCE, LLCRegistered adviserregistration: previous registration
Aug 24, 2021 to Feb 18, 2026factForm ADV
→ ELLEVESTRegistered adviserregistration: previous registration
Jan 8, 2024 to Dec 2, 2024factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Jan 31, 2022 to Feb 13, 2024factForm ADV
→ SENSIBLE MONEY, LLCRegistered adviserregistration: previous registration
Aug 17, 2015 to Jun 6, 2016factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
Michelle Petrowski left Vanguard Advisers, Inc. for Schwab Wealth Advisory, Inc. (registered 2026-06-17)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Michelle Petrowski left Being In Abundance, Llc for Origin Investment Advisory Llc (registered 2022-01-31)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2024
Advisor changed firm
Michelle Petrowski left Ellevest for Vanguard Advisers, Inc. (registered 2026-05-12)
Form ADVobserved 6 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Michelle Petrowski left Origin Investment Advisory Llc for Ellevest (registered 2024-01-08)
Form ADVobserved 6 days ago