Unclaimed Profile

Paul Adair Meloan

AEGIS WEALTH MANAGEMENT LLC·BETHESDA, Maryland

Clean record24 years registeredAEGIS WEALTH MANAGEMENT LLC

6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 4486981Firm CRD# 134429

Profile Verification

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

Identity

Paul Adair Meloan · BETHESDA, MD

Registration

CRD #4486981 · AEGIS WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AEGIS WEALTH MANAGEMENT LLC

AEGIS WEALTH

Oct 2005 – Jan 2024

BETHESDA, MD

CHAIN BRIDGE ADVISORS, LLC

Jan 2002 – Dec 2004

CHEVY CHASE, MD

Registrations & Exams

Registration record

First registered · January 16, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AEGIS WEALTH MANAGEMENT LLC

CRD 134429 · SEC 801-64004

AUM

$699M

Regulatory assets under management

Employees

498 client accounts

Services offered by AEGIS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AEGIS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Paul Adair Meloan offer?

Paul Adair Meloan specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Adair Meloan's credentials?

Paul Adair Meloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Adair Meloan located?

Paul Adair Meloan is based in BETHESDA, Maryland, last registered with AEGIS WEALTH MANAGEMENT LLC.

How does Paul Adair Meloan charge for services?

Paul Adair Meloan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AEGIS WEALTH MANAGEMENT LLC?

AEGIS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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