Melissa Karwoski, financial advisor Red Bank NJ
93 score

Melissa Karwoski

CRD Number: 5522690
Current Firm: Wbi Investments, Inc.

Melissa Karwoski (CRD# 5522690) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Millington Securities, Inc. Red Bank, NJ Jul 2015 - Current 1
Wbi Investments, Inc. Red Bank, NJ Jul 2015 - Current 1
Blackrock Investments, Inc. Princeton, NJ Oct 2007 - Jun 2015 7
Unemployed Somerset, NJ May 2007 - Sep 2007 < 1
Rutgers University New Brunswick, NJ Sep 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Melissa M. Karwoski
Phone Number: 732-842-4920
Firm Website: http://www.wbishares.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,069
    MILLIONS
  • Total Number of Accounts
    11,686
    ACCOUNTS
  • Average Account Value
    $262,596
Compensation Options
  • A percentage of assets under your management
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
  • Market timing services
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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