Benjamin Melnick, financial advisor Columbus OH

Benjamin Melnick

CRD Number: 6594976
Current Firm: Meyers Wealth Management, LLC

Benjamin Melnick (CRD# 6594976) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Meyers Wealth Management, LLC Columbus, OH Nov 2018 - Current 3
Meyers Wealth Management, LLC Columbus, OH Oct 2017 - Nov 2018 1
Wells Fargo Clearing Services, LLC Columbus, OH Nov 2016 - Oct 2017 < 1
Wells Fargo Advisors, LLC Columbus, OH Sep 2015 - Nov 2016 1
Fifth Third Bank Columbus, OH Nov 2012 - Aug 2015 2
Bmw Financial Services, Innosource Columbus, OH Oct 2011 - Nov 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Benjamin W. Melnick
Phone Number: 614-442-6787
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    983
    MILLIONS
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $1,759,034
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

OH, SC, TX

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