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Melissa Lauren Weisz

WECHTER FELDMAN WEALTH MANAGEMENT, INC.·PARSIPPANY, New Jersey
Clean record14 years registeredWECHTER FELDMAN WEALTH MANAGEMENT, INC.
1719 ROUTE 10 EAST, PARSIPPANY, NJ 07054CRD# 6049078Firm CRD# 119956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Lauren Weisz · PARSIPPANY, NJ
Registration
CRD #6049078 · WECHTER FELDMAN WEALTH MANAGEMENT, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Dec 2022 – present
REGENTATLANTIC
Mar 2017 – Mar 2023
MORRISTOWN, NJ
WECHTER FELDMAN WEALTH MANAGEMENT, INC.
Mar 2012 – Feb 2017
PARSIPPANY, NJ
02

Registrations & Exams

Registration record
First registered · March 29, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WECHTER FELDMAN WEALTH MANAGEMENT, INC.
CRD 119956 · SEC 801-61057
AUM
$350M
Regulatory assets under management
Employees
6
723 client accounts
Services offered by WECHTER FELDMAN 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 WECHTER FELDMAN WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Melissa Lauren Weisz offer?
Melissa Lauren Weisz specializes in Financial Planning, Investment Management. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Melissa Lauren Weisz's credentials?
Melissa Lauren Weisz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Lauren Weisz located?
Melissa Lauren Weisz is based in PARSIPPANY, New Jersey, working with WECHTER FELDMAN WEALTH MANAGEMENT, INC.. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Melissa Lauren Weisz charge for services?
Melissa Lauren Weisz'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 WECHTER FELDMAN WEALTH MANAGEMENT, INC.?
WECHTER FELDMAN WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WECHTER FELDMAN WEALTH MANAGEMENT, INC.

David Miller Feldman
PARSIPPANY, NJ

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