Kerry Mellott, financial advisor Basking Ridge NJ
93 score

Kerry Mellott

CRD Number: 5306198
Current Firm: Mendham Capital Management, Inc.

Kerry Mellott (CRD# 5306198) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Basking Ridge, NJ and has over 9 years of experience in the finance industry.

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Sri Investing
Company Name Location Dates Years
Mendham Capital Management, Inc. Basking Ridge, NJ Mar 2016 - Current 2
Mendham Capital Management Basking Ridge, NJ Nov 2014 - Current 3
Raymond James Financial Services,inc St Petersburg, FL Oct 2014 - Current 3
Raymond James Financial Services Advisors Inc. Basking Ridge, NJ Oct 2014 - Current 3
Unemployed Rockaway, NJ Mar 2014 - Oct 2014 < 1
Black Horse Mendham, NJ Feb 2002 - May 2014 12
Sterne Agee & Leah, Inc. Bernardsville, NJ Sep 2009 - Mar 2014 4
Raymond James Financial Services Mendham, NJ Mar 2008 - Sep 2009 1
Raymond James Financial Services Mendham, NJ Mar 2007 - Mar 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Kerry L. Mellott
Phone Number: 908-204-1234
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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