Melissa Vinick (CRD# 2688143) is an Investment Advisor Representative working at Marshfield Associates in Washington, DC and has over 27 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bushido Capital Partners LLC | Washington, DC | Feb 2008 - Current | 16 |
| Yogi Advisors LLC | Washington, DC | Dec 2007 - Current | 16 |
| Marshfield Associates Inc. | Washington, DC | Apr 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- CA
- DC
- MD
- MN
- PA
- VA
-
Total Assets Under Management6,402MILLIONS
-
Total Number of Accounts5,288ACCOUNTS
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Average Account Value$1,210,575
- A percentage of assets under your management
- Performance-based fees
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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