Steven Melen (CRD# 2357251) is an Investment Advisor Representative working at Nich Capital Partners, Inc. in Belvedere, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nich Capital Partners, LLC | Belvedere, CA | Mar 2021 - Current | 3 |
| Lpl Financial LLC | Tiburon, CA | Mar 2019 - Apr 2021 | 2 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Mar 2019 | 4 |
| Morgan Stanley Smith Barney | San Francisco, CA | Jun 2009 - Mar 2019 | 9 |
| Morgan Stanley & Company, Inc. | San Francisco, CA | May 2007 - Mar 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management124MILLIONS
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Total Number of Accounts136ACCOUNTS
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Average Account Value$913,080
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
CA
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