Mello Vandaalen, financial advisor Milford CT
96 score

Mello Vandaalen

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

Mello Vandaalen (CRD# 1456340) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wright Private Asset Management LLC Milford, CT Aug 2010 - Current 6
Wright Investors' Service Milford, CT Oct 2002 - Current 14
Wright Investors' Service Distributors, Inc. Milford, CT Oct 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Mello A. Vandaalen
Phone Number: 203-783-4400
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,429
    MILLIONS
  • Total Number of Accounts
    1,685
    ACCOUNTS
  • Average Account Value
    $848,022
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 investment companies (as well as "business development companies")
  • 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, DE, FL, GA, IL, IN, MA, NJ, NY, PA, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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