Melanie Dicenso-Dahn, financial advisor Lapeer MI
71 score

Melanie Dicenso-Dahn

CRD Number: 1136760
Current Firm: Cuttingedge Advisors

Melanie Dicenso-Dahn (CRD# 1136760) is an Investment Advisor Representative working at Cuttingedge Advisors in Lapeer, MI and has over 33 years of experience in the finance industry. Melanie Dicenso-Dahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vestech Securities, Inc. St. Louis, MO Jun 2016 - Current < 1
Cuttingedge Advisors Lapeer, MI Jul 2015 - Current 1
Oakbridge Financial Services Kirkwood, MI Jul 2015 - May 2016 < 1
Concorde Investment Services Troy, MI May 2011 - Jul 2015 4
Concorde Asset Management Troy, MI May 2011 - Jul 2015 4
Securities America, Inc. Lapeer, MI Sep 2010 - May 2011 < 1
Securities America Advisors, Inc. Lapeer, MI Sep 2010 - May 2011 < 1
Equitas America, LLC Lapeer, MI Jul 2007 - Sep 2010 3
Gunnallen Financial Tampa, FL Jan 2007 - Jul 2007 < 1
Questar Capital Corporation Ann Arbor, MI Jan 2004 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Melanie S. Dicenso-Dahn
Phone Number: 314-919-2024
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $210,000
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
Types of Clients
Registered States

MI, MO, TN

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BADGES
71

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