Melissa Alaimo (CRD# 7869018) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pallas Capital Advisors, LLC | Park Ridge, NJ | Nov 2023 - Current | < 1 |
| Preferred Pediatric Orthopedic Surgery | Ridgewood, NJ | Oct 2022 - Nov 2023 | 1 |
| Red Velvet Luxe | Ridgewood, NJ | Sep 2018 - Nov 2023 | 5 |
| Ridgewood Board Of Education | Ridgewood, NJ | Feb 2017 - Jun 2019 | 2 |
| Keller Williams Realty | Ridgewood, NJ | May 2016 - Oct 2017 | 1 |
| Unemployed | Ridgewood, NJ | Dec 2015 - Apr 2016 | < 1 |
| Coach | New York, NY | Aug 2006 - Nov 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NJ
-
Total Assets Under Management2,965MILLIONS
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Total Number of Accounts3,566ACCOUNTS
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Average Account Value$831,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI
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