Martin Mellman, financial advisor Fort Washington PA

Martin Mellman

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Martin H. Mellman
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    28,249
    MILLIONS
  • Total Number of Accounts
    112,286
    ACCOUNTS
  • Average Account Value
    $251,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

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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