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Victor Joseph Melfa

MELFA WEALTH MANAGEMENT, INC.·WESTBOROUGH, Massachusetts
Clean recordMELFA WEALTH MANAGEMENT, INC.
8 LYMAN STREET, WESTBOROUGH, MA 01581CRD# 3134955Firm CRD# 315131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victor Joseph Melfa · WESTBOROUGH, MA
Registration
CRD #3134955 · MELFA WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Victor Joseph Melfa is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with MELFA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MELFA WEALTH MANAGEMENT, INC.
FACTOR INVESTING GROUP
AUM
$228M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MELFA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3134955
Firm CRD# 315131
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Joseph Melfa offer?
Victor Joseph Melfa specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTBOROUGH, Massachusetts for a consultation.
What are Victor Joseph Melfa's credentials?
Victor Joseph Melfa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Joseph Melfa located?
Victor Joseph Melfa is based in WESTBOROUGH, Massachusetts, working with MELFA WEALTH MANAGEMENT, INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.
How does Victor Joseph Melfa charge for services?
Victor Joseph Melfa'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 MELFA WEALTH MANAGEMENT, INC.?
MELFA WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MELFA WEALTH MANAGEMENT, INC.

Karen Christine Melfa
WESTBOROUGH, MA
Victor Joseph Melfa
WESTBOROUGH, MA

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Nearby cities in Massachusetts
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Research
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