Matthew Melendez, financial advisor Riverhead NY
93 score

Matthew Melendez

CRD Number: 5510412
Current Firm: Morgan Stanley

Matthew Melendez (CRD# 5510412) is an Investment Advisor Representative working at Morgan Stanley in Riverhead, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Riverhead, NY Oct 2011 - Current 5
Toolman Handyman Service Miller Place, NY Nov 2009 - Sep 2011 1
Cbg Financial Group, Inc. Boca Raton, FL Sep 2009 - Oct 2009 < 1
Gunnallen Financial Boca Raton, FL Mar 2008 - Oct 2009 1
Unemployed Miller Place, NY Dec 2007 - Mar 2008 < 1
Toolman Handyman Services Miller Place, NY Jun 1998 - Dec 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Matthew L. Melendez
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, 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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