Melanie Robertson (CRD# 7819722) is an Investment Advisor Representative working at Brooklyn Fi, LLC in Athens, GA and has 1 year of experience in the finance industry. Melanie Robertson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brooklyn Fi, LLC | Brooklyn, NY | Sep 2023 - Current | < 1 |
| Elwood & Goetz Wealth Advisory Group LLC | Athens, GA | May 2021 - Sep 2023 | 2 |
| Elwood & Goetz Wealth Advisory Group LLC | Athens, GA | Jan 2020 - May 2021 | 1 |
| University Of Georgia | Athens, GA | Aug 2018 - May 2021 | 2 |
| Athens Ymca | Athens, GA | Aug 2018 - May 2019 | < 1 |
| Columbus High School | Columbus, GA | Aug 2014 - May 2018 | 3 |
| Unemployed | Athens, GA | Sep 2013 - Aug 2014 | < 1 |
- GA
- NY
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Total Assets Under Management228MILLIONS
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Total Number of Accounts1,177ACCOUNTS
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Average Account Value$193,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, NH, NJ, NY, PA, TX, VA
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