Unclaimed Profile

Melissa Mita Robinson

FLAHARTY ASSET MANAGEMENT, LLC·CLEARWATER, Florida

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record10 years registeredFLAHARTY ASSET MANAGEMENT, LLC

311 PARK PLACE BLVD., CLEARWATER, FL 33759CRD# 4031031Firm CRD# 168495

Profile Verification

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

Identity

Melissa Mita Robinson · CLEARWATER, FL

Registration

CRD #4031031 · FLAHARTY ASSET MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLAHARTY ASSET MANAGEMENT, LLC

FLAHARTY ASSET MANAGEMENT, LLC

May 2024 – Nov 2025

Clearwater, FL

J. W. COLE ADVISORS, INC.

Jul 2016 – May 2024

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · July 18, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLAHARTY ASSET MANAGEMENT, LLC

CRD 168495 · SEC 801-78437

AUM

$761M

Regulatory assets under management

Employees

2,006 client accounts

Services offered by FLAHARTY ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

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 FLAHARTY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Melissa Mita Robinson offer?

Melissa Mita Robinson specializes in Financial Planning, Investment Management, Wealth Management.

What are Melissa Mita Robinson's credentials?

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

Where is Melissa Mita Robinson located?

Melissa Mita Robinson is based in CLEARWATER, Florida, last registered with FLAHARTY ASSET MANAGEMENT, LLC.

How does Melissa Mita Robinson charge for services?

Melissa Mita Robinson'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 FLAHARTY ASSET MANAGEMENT, LLC?

FLAHARTY ASSET MANAGEMENT, LLC has approximately 11 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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