Owen Mellick, financial advisor Greenwood Village CO

Owen Mellick

CRD Number: 6780540
Current Firm: Fidelity Personal And Workplace Advisors

Owen Mellick (CRD# 6780540) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Greenwood Village, CO Oct 2019 - Current 1
Hike Doggie Wheat Ridge, CO Jul 2019 - Oct 2019 < 1
Shelter Tree Inc. North Attleborough, MA May 2018 - Jul 2019 1
Frank Jones Restaurant Barrington, NH Jan 2016 - May 2018 2
University Of New Hampshire Durham, NH Sep 2014 - May 2018 3
Northwestern Mutual Providence, RI May 2017 - Sep 2017 < 1
Eastern Mountain Sports Wrentham, MA May 2012 - Sep 2015 3
King Philip High School Wrentham, MA Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Owen G. Mellick
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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