Melisa Dobraca (CRD# 6266713) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Waltham, MA | Apr 2020 - Current | 2 |
| Beacon Pointe Wealth Advisors, LLC | Waltham, MA | Mar 2018 - Mar 2020 | 2 |
| Windrose Advisors, LLC | Waltham, MA | Aug 2014 - Feb 2018 | 3 |
| Amundi Pioneer | Boston, MA | Oct 2013 - Aug 2014 | < 1 |
| Vertek Corporation | Colchester, MA | May 2013 - Oct 2013 | < 1 |
| University Of Vermont Grossman School Of Business | Burlington, VT | Sep 2009 - May 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MA
-
Total Assets Under Management23,675MILLIONS
-
Total Number of Accounts40,470ACCOUNTS
-
Average Account Value$584,990
- 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 pooled investment vehicles (other than investment companies)
- 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, 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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