Martin MellmanCRD Number: 4199166
Current Firm: Royal Alliance Associates, Inc.
Martin Mellman (CRD# 4199166) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Fort Washington, PA and has over 22 years of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Pleasant Valley Advisory||Moorestown, NJ||Mar 2001 - Current||21|
|Royal Alliance Associates, Inc.||Moorestown, NJ||May 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management28,249MILLIONS
Total Number of Accounts112,286ACCOUNTS
Average Account Value$251,584
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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