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Melanie Bianca Blakney

PACIFIC WEALTH MANAGEMENT, LLC·SAN DIEGO, California
Series 65Clean record9 years registeredPACIFIC WEALTH MANAGEMENT, LLC
11512 EL CAMINO REAL STE 350, SAN DIEGO, CA 92130CRD# 6689144Firm CRD# 113217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melanie Bianca Blakney · SAN DIEGO, CA
Registration
CRD #6689144 · PACIFIC WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Dec 2024present
Oct 2018Dec 2024
SAN DIEGO, CA
Dec 2016May 2018
San Diego, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 13, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC WEALTH MANAGEMENT, LLC
CRD 113217 · SEC 801-77277
AUM
$270M
Regulatory assets under management
Employees
6
483 client accounts
Services offered by PACIFIC WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Melanie Bianca Blakney offer?
Melanie Bianca Blakney specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Melanie Bianca Blakney's credentials?
Melanie Bianca Blakney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melanie Bianca Blakney located?
Melanie Bianca Blakney is based in SAN DIEGO, California, working with PACIFIC WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Melanie Bianca Blakney charge for services?
Melanie Bianca Blakney's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC WEALTH MANAGEMENT, LLC?
PACIFIC WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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