Melissa Trapp, financial advisor Providence RI

Melissa Trapp

CRD Number: 1826874
Current Firm: Commonwealth Financial Network

Melissa Trapp (CRD# 1826874) is an Investment Advisor Representative working at Commonwealth Financial Network in Providence, RI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Dec 2000 - Current 23
Commonwealth Financial Network Waltham, MA Dec 2000 - Current 23
Bank Of Rhode Island Providence, RI Sep 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Melissa L. Trapp
Phone Number: 781-736-0700
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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)
  • Publication of periodicals or newsletters
  • 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, WY

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