Unclaimed Profile

Victor Joseph Melfa

MELFA WEALTH MANAGEMENT, INC.·WESTBOROUGH, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65Clean record21 years registeredMELFA 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. · 21 years registered

Brand Profile

Not yet started

Career History

FACTOR INVESTING GROUP

Nov 2021 – present

KESTRA ADVISORY SERVICES, LLC

Nov 2016 – Mar 2022

WESTBOROUGH, MA

NFP ADVISOR SERVICES, LLC

Jul 2016 – Sep 2016

WESTBOROUGH, MA

WINSLOW, EVANS & CROCKER, INC.

Feb 2005 – Feb 2005

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELFA WEALTH MANAGEMENT, INC.

CRD 315131 · SEC 801-121821

AUM

$228M

Regulatory assets under management

Employees

732 client accounts

Services offered by MELFA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MELFA WEALTH MANAGEMENT, INC. →

Introduction

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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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