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Melanie Patricia Grace

HERCULES ADVISER LLC·PALO ALTO, California
Clean recordHERCULES ADVISER LLC
400 HAMILTON AVENUE, PALO ALTO, CA 94301CRD# 6150997Firm CRD# 310662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melanie Patricia Grace · PALO ALTO, CA
Registration
CRD #6150997 · HERCULES ADVISER LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melanie Patricia Grace is a registered financial advisor based in PALO ALTO, California, affiliated with HERCULES ADVISER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HERCULES ADVISER LLC
HERCULES ADVISER LLC
AUM
$1.1B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HERCULES ADVISER LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6150997
Firm CRD# 310662
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melanie Patricia Grace offer?
Melanie Patricia Grace specializes in Retirement Planning. Contact their office in PALO ALTO, California for a consultation.
What are Melanie Patricia Grace's credentials?
Melanie Patricia Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melanie Patricia Grace located?
Melanie Patricia Grace is based in PALO ALTO, California, working with HERCULES ADVISER LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Melanie Patricia Grace charge for services?
Melanie Patricia Grace's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERCULES ADVISER LLC?
HERCULES ADVISER LLC has approximately 3 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERCULES ADVISER LLC

Scott Bluestein
SAN MATEO, CA
Seth Hardy Meyer
SAN MATEO, CA
Kiersten Zaza Botelho
SAN MATEO, CA

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Research
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