Melissa Vreeland, financial advisor North Adams MA
93 score

Melissa Vreeland

CRD Number: 3062740
Current Firm: Commonwealth Financial Network

Melissa Vreeland (CRD# 3062740) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Hoosac Bank Dba True North Financial Services North Adams, MA May 2010 - Current 6
Commonwealth Financial Network Waltham, MA Feb 2010 - Current 6
True North Financial Services, Inc. North Adams, MA Feb 2006 - May 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Melissa A. Vreeland
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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