Melissa Martin (CRD# 5550002) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry. Melissa Martin 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bartlett & Co Wealth Management | Chicago, IL | Dec 2019 - Current | 4 |
| Kovitz Securities, LLC | Chicago, IL | Sep 2015 - Sep 2019 | 4 |
| Kovitz Investment Group Partners, LLC | Chicago, IL | Sep 2015 - Sep 2019 | 4 |
| Rmb Capital Management | Chicago, IL | Aug 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- IL
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Total Assets Under Management8,441MILLIONS
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Total Number of Accounts5,859ACCOUNTS
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Average Account Value$1,440,708
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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