Melynda Angioi, financial advisor Jacksonville Beach FL
93 score

Melynda Angioi

CRD Number: 2972880
Current Firm: Ullmann Brown Wealth Advisors

Melynda Angioi (CRD# 2972880) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Jacksonville Beach, FL and has over 11 years of experience in the finance industry.

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Wealth By Empowerment
Company Name Location Dates Years
Sagepoint Financial Punta Vedra Beach, FL Jun 2013 - Current 4
Ullmann Financial Group Ponte Vedra, FL May 2013 - Current 4
Fidelity Brokerage Services LLC Jacksonville, FL Apr 2013 - May 2013 < 1
Ameriprise Financial Services Inc. Jacksonville, FL Oct 2010 - Apr 2013 2
Unemployed Oviedo, FL Oct 2008 - Oct 2010 2
Summit Brokerage Services Inc. Oviedo, FL Jun 2008 - Oct 2008 < 1
Citigroup Global Markets Inc. Winter Park, FL Nov 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Melynda S. Angioi
Phone Number: 904-280-3700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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