Mello Van Daalen, financial advisor Milford CT

Mello Van Daalen

CRD Number: 1456340
Current Firm: Wright Investors Service Inc.

Mello Van Daalen (CRD# 1456340) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Wright Private Asset Management LLC Milford, CT Aug 2010 - Current 13
Wright Investors' Service Milford, CT Oct 2002 - Current 21
Wright Investors' Service Distributors, Inc. Milford, CT Oct 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Mello A. Van Daalen
Phone Number: 203-783-4400
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,293
    MILLIONS
  • Total Number of Accounts
    1,247
    ACCOUNTS
  • Average Account Value
    $1,036,525
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CT, FL, IL, NE, NV, NY, PA, TX

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