David Melnyk
CRD Number: 6290703Current Firm: Ameriprise Financial Services, LLC
Compensation Model: Fee Only
David Melnyk (CRD# 6290703) is an Investment Advisor Representative working at Verus Wealth Management, LLC in Vero Beach, FL and has 2 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Longwood, FL | Nov 2020 - Current | 3 |
| Grotto Ventures, LLC | Winter Park, FL | Jan 2018 - Nov 2020 | 2 |
| Asset Advisors Of America, LLC | Longwood, FL | Jun 2017 - Nov 2020 | 3 |
| Rwm Asset Management | Tavares, FL | Nov 2016 - Nov 2020 | 4 |
| Ruggie Wealth Management | Tavares, FL | Nov 2016 - Jan 2020 | 3 |
| Verus Wealth Management, LLC | Rockledge, FL | Aug 2014 - Nov 2016 | 2 |
| Extended Travel | Jacksonville, FL | Jun 2014 - Jul 2014 | < 1 |
| North Florida Wealth Advisors | Gainesville, FL | Jan 2014 - May 2014 | < 1 |
| University Of Florida-warrington College Of Business | Gainesville, FL | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Nov 2020 |
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- 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
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Verus Wealth Management is a Registered Investment Advisor.
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