Unclaimed Profile

David Dirks

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record9 years registeredMELLON CAPITAL MANAGEMENT CORPORATION

50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 5136209Firm CRD# 105764

Profile Verification

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

Identity

David Dirks · SAN FRANCISCO, CA

Registration

CRD #5136209 · MELLON CAPITAL MANAGEMENT CORPORATION · 9 years registered

Brand Profile

Not yet started

Career History

PLUM STREET ADVISORS, LLC

Mar 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 10, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELLON INVESTMENTS CORPORATION

CRD 105764 · SEC 801-19785

AUM

$674.2B

Regulatory assets under management

Employees

146

502 client accounts

Services offered by MELLON INVESTMENTS CORPORATION

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at MELLON INVESTMENTS CORPORATION →

Introduction

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Frequently Asked Questions

What services does David Dirks offer?

David Dirks specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are David Dirks's credentials?

David Dirks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Dirks located?

David Dirks is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does David Dirks charge for services?

David Dirks's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MELLON CAPITAL MANAGEMENT CORPORATION?

MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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