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Edmund Hawley Melhado

BEACON ADVISORS LLC·CAPE ELIZABETH, Maine
SIE, Series 3, Series 7, Series 63, Series 66Clean record7 years registeredBEACON ADVISORS LLC
449 MITCHELL RD., CAPE ELIZABETH, ME 04107CRD# 844400Firm CRD# 331514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edmund Hawley Melhado · CAPE ELIZABETH, ME
Registration
CRD #844400 · BEACON ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BEACON ADVISORS LLC
Jul 2023Mar 2024
Cape Elizabeth, ME
Mar 2021Jul 2023
WALTHAM, MA
Oct 2018Jan 2021
WELLESLEY HILLS, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 66
Registration record
First registered · October 9, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEACON ADVISORS LLC
CRD 331514 · SEC 801-130408
AUM
$5M
Regulatory assets under management
Employees
1
14 client accounts
Services offered by BEACON ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 Edmund Hawley Melhado offer?
Edmund Hawley Melhado specializes in Financial Planning, Investment Management, Fee-Only Advisory.
What are Edmund Hawley Melhado's credentials?
Edmund Hawley Melhado is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmund Hawley Melhado located?
Edmund Hawley Melhado is based in CAPE ELIZABETH, Maine, last registered with BEACON ADVISORS LLC.
How does Edmund Hawley Melhado charge for services?
Edmund Hawley Melhado's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON ADVISORS LLC?
BEACON ADVISORS LLC has approximately 1 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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