Unclaimed Profile

Melissa Elise Mccauley

CONGER WEALTH MANAGEMENT·LITTLE ROCK, Arkansas

Series 65Clean record20 years registeredCONGER WEALTH MANAGEMENT

2300 ANDOVER COURT, LITTLE ROCK, AR 72227CRD# 5008455Firm CRD# 136382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Elise Mccauley · LITTLE ROCK, AR

Registration

CRD #5008455 · CONGER WEALTH MANAGEMENT · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONGER WEALTH MANAGEMENT

ADVISORY ALPHA, LLC

Aug 2018 – Nov 2024

Little Rock, AR

CONGER WEALTH MANAGEMENT

Aug 2005 – Aug 2018

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 30, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONGER WEALTH MANAGEMENT

CRD 136382 · SEC 801-64541

AUM

$48M

Regulatory assets under management

Employees

46 client accounts

Services offered by CONGER WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONGER WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Melissa Elise Mccauley offer?

Melissa Elise Mccauley specializes in Financial Planning, Investment Management.

What are Melissa Elise Mccauley's credentials?

Melissa Elise Mccauley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Elise Mccauley located?

Melissa Elise Mccauley is based in LITTLE ROCK, Arkansas, last registered with CONGER WEALTH MANAGEMENT.

How does Melissa Elise Mccauley charge for services?

Melissa Elise Mccauley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONGER WEALTH MANAGEMENT?

CONGER WEALTH MANAGEMENT has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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