Unclaimed Profile

Melanie Dee Hagan

BMC WEALTH MANAGEMENT·TIMONIUM, Maryland

SIE, Series 7, Series 65, Series 66Clean record21 years registeredBMC WEALTH MANAGEMENT

9690 DEERECO ROAD, TIMONIUM, MD 21093CRD# 4832359Firm CRD# 332906

Profile Verification

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

Identity

Melanie Dee Hagan · TIMONIUM, MD

Registration

CRD #4832359 · BMC WEALTH MANAGEMENT · 21 years registered

Brand Profile

Not yet started

Career History

BERMAN MCALEER

Feb 2025 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – May 2025

TIMONIUM, MD

NFP ADVISOR SERVICES, LLC

Sep 2009 – Sep 2016

TIMONIUM, MD

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2004 – Mar 2006

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · October 5, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMC WEALTH MANAGEMENT

CRD 332906 · SEC 801-131830

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BMC WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing 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 BMC WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Melanie Dee Hagan offer?

Melanie Dee Hagan specializes in Financial Planning, Investment Management. Contact their office in TIMONIUM, Maryland for a consultation.

What are Melanie Dee Hagan's credentials?

Melanie Dee Hagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melanie Dee Hagan located?

Melanie Dee Hagan is based in TIMONIUM, Maryland, working with BMC WEALTH MANAGEMENT. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.

How does Melanie Dee Hagan charge for services?

Melanie Dee Hagan'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 BMC WEALTH MANAGEMENT?

BMC WEALTH MANAGEMENT has approximately 11 employees. The firm is registered with the SEC as an investment adviser.

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