Unclaimed Profile

Melissa Leah Glennie

CAPITAL MANAGEMENT ASSOCIATES INC·MINNEAPOLIS, Minnesota

SIE, Series 4, Series 7, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record28 years registeredCAPITAL MANAGEMENT ASSOCIATES INC

7900 XERXES AVE. S, STE 500, MINNEAPOLIS, MN 55431-1120CRD# 2221936Firm CRD# 105010

Profile Verification

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

Identity

Melissa Leah Glennie · MINNEAPOLIS, MN

Registration

CRD #2221936 · CAPITAL MANAGEMENT ASSOCIATES INC · 28 years registered

Brand Profile

Not yet started

Career History

CAPITAL MANAGEMENT ASSOCIATES INC

Jan 2014 – present

CAPITAL MANAGEMENT SECURITIES, INC.

Apr 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · April 23, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL MANAGEMENT ASSOCIATES INC

CRD 105010 · SEC 801-35808

AUM

$1.7B

Regulatory assets under management

Employees

857 client accounts

Services offered by CAPITAL MANAGEMENT ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL MANAGEMENT ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Melissa Leah Glennie offer?

Melissa Leah Glennie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Melissa Leah Glennie's credentials?

Melissa Leah Glennie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Leah Glennie located?

Melissa Leah Glennie is based in MINNEAPOLIS, Minnesota, working with CAPITAL MANAGEMENT ASSOCIATES INC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Melissa Leah Glennie charge for services?

Melissa Leah Glennie'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 CAPITAL MANAGEMENT ASSOCIATES INC?

CAPITAL MANAGEMENT ASSOCIATES INC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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