Melika Assadi, financial advisor Boynton Beach FL

Melika Assadi

CRD Number: 7693007
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melika Assadi (CRD# 7693007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boynton Beach, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Lake Worth, FL Mar 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Worth, FL Jan 2023 - Current 1
Allstate Orlando, FL Jan 2021 - Jan 2023 2
Unemployed Orlando, FL Oct 2020 - Jan 2021 < 1
Orlando Heart And Vascular Center Orlando, FL Sep 2020 - Oct 2020 < 1
Unemployed Orlando, FL Aug 2020 - Sep 2020 < 1
Publix Orlando, FL Aug 2020 - Aug 2020 < 1
Aimark Inc. Maitland, FL Jul 2020 - Aug 2020 < 1
Adastra Management Group Inc. Maitland, FL Jul 2020 - Aug 2020 < 1
Unemployed Orlando, FL Apr 2020 - Jul 2020 < 1
Banker's Life Orlando, FL Dec 2019 - Apr 2020 < 1
Gmri, Inc. (bahama Breez Restaurant) Gainesville, FL Aug 2019 - Jan 2020 < 1
University Of Florida Gainesville, FL Aug 2017 - Dec 2019 2
Unemployed Gainesville, FL Jul 2019 - Aug 2019 < 1
Keke's Breakfast Cafe Gainesville, FL Jun 2019 - Jul 2019 < 1
Dick's Sporting Goods Gainesville, FL Jun 2019 - Jul 2019 < 1
Unemployed Gainesville, FL Apr 2019 - Jun 2019 < 1
Bj's Restaurants Inc. Gainesville, FL Dec 2018 - Apr 2019 < 1
Guitar Center Gainesville, FL Nov 2018 - Dec 2018 < 1
O2b Kids Gainesville, FL Sep 2018 - Nov 2018 < 1
Jne Candy Co LLC Gainesville, FL Sep 2018 - Sep 2018 < 1
Grub Burger Gainesville, FL Jul 2018 - Sep 2018 < 1
Unemployed Gainesville, FL May 2018 - Jul 2018 < 1
Luxottica Retail Gainesville, FL Jan 2018 - May 2018 < 1
Sonny's Bbq Gainesville, FL Feb 2017 - Jan 2018 < 1
Santa Fe College Gainesville, FL Jan 2017 - Jul 2017 < 1
Panera Bread Gainesville, FL Jan 2017 - Mar 2017 < 1
Unemployed Longwood, FL Jan 2017 - Jan 2017 < 1
Panera Bread Winter Park, FL Nov 2016 - Jan 2017 < 1
Valencia College Orlando, FL Jun 2015 - Dec 2016 1
Unemployed Longwood, FL Mar 2016 - Nov 2016 < 1
Luxottica Retail Altamonte Springs, FL Dec 2015 - Mar 2016 < 1
Express Altamonte Springs, FL Oct 2015 - Mar 2016 < 1
Unemployed Longwood, FL Dec 2012 - Oct 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Melika Assadi
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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