Unclaimed Profile

Louis J Melone

MELONE PRIVATE WEALTH, LLC·AUBURN HILLS, Michigan

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 66CFPClean record17 years registeredMELONE PRIVATE WEALTH, LLC

3121 UNIVERSITY DRIVE, AUBURN HILLS, MI 48326CRD# 2700797Firm CRD# 311638

Profile Verification

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

Identity

Louis J Melone · AUBURN HILLS, MI

Registration

CRD #2700797 · MELONE PRIVATE WEALTH, LLC · 17 years registered

Brand Profile

Not yet started

Career History

MELONE PRIVATE WEALTH, LLC

Dec 2020 – present

BUDD, MELONE & CO. LLC

Jun 2017 – Jan 2021

AUBURN HILLS, MI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2009 – Jun 2017

AUBURN HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 66

Registration record

First registered · May 22, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELONE PRIVATE WEALTH, LLC

CRD 311638 · SEC 801-119965

AUM

$203M

Regulatory assets under management

Employees

155 client accounts

Services offered by MELONE PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MELONE PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Louis J Melone offer?

Louis J Melone specializes in Financial Planning, Investment Management. Contact their office in AUBURN HILLS, Michigan for a consultation.

What are Louis J Melone's credentials?

Louis J Melone holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Louis J Melone located?

Louis J Melone is based in AUBURN HILLS, Michigan, working with MELONE PRIVATE WEALTH, LLC. Their office serves clients in the AUBURN HILLS metropolitan area and surrounding communities.

How does Louis J Melone charge for services?

Louis J Melone'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 MELONE PRIVATE WEALTH, LLC?

MELONE PRIVATE WEALTH, LLC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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