Claim Profile
Unclaimed Profile
MC

Melissa Ann Chaffee

BELLE HAVEN INVESTMENTS, L.P.·RYE BROOK, New York
SIE, Series 7TO, Series 14, Series 24, Series 30, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record1 years registeredBELLE HAVEN INVESTMENTS, L.P.
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1301CRD# 4553629Firm CRD# 29278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Ann Chaffee · RYE BROOK, NY
Registration
CRD #4553629 · BELLE HAVEN INVESTMENTS, L.P. · 1 years registered
Brand Profile
Not yet started
01

Career History

Jun 2025present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 14
Series 24
Series 30
Series 52TO
Series 53
Series 63
Series 65
Series 99TO
Registration record
First registered · June 23, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BELLE HAVEN INVESTMENTS, L.P.
CRD 29278 · SEC 801-62290
AUM
$17.7B
Regulatory assets under management
Employees
47
22,017 client accounts
Services offered by BELLE HAVEN INVESTMENTS, L.P.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Melissa Ann

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melissa Ann is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RYE BROOK?

Browse all registered financial advisors in RYE BROOK, New York or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Melissa Ann Chaffee offer?
Melissa Ann Chaffee specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.
What are Melissa Ann Chaffee's credentials?
Melissa Ann Chaffee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Ann Chaffee located?
Melissa Ann Chaffee is based in RYE BROOK, New York, working with BELLE HAVEN INVESTMENTS, L.P.. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Melissa Ann Chaffee charge for services?
Melissa Ann Chaffee'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 BELLE HAVEN INVESTMENTS, L.P.?
BELLE HAVEN INVESTMENTS, L.P. has approximately 47 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →