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Melissa Sue Balaban

PHOENIX MERCHANT PARTNERS, LP·RYE, New York
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555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 7718853Firm CRD# 324381
01

About

Melissa Sue Balaban is a registered financial advisor based in RYE, New York, affiliated with PHOENIX MERCHANT PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PHOENIX MERCHANT PARTNERS, LP
PHOENIX MERCHANT PARTNERS, LP
AUM
$997M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PHOENIX MERCHANT PARTNERS, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7718853
Firm CRD# 324381
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Sue Balaban offer?
Melissa Sue Balaban specializes in Retirement Planning, Wealth Management. Contact their office in RYE, New York for a consultation.
What are Melissa Sue Balaban's credentials?
Melissa Sue Balaban is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Sue Balaban located?
Melissa Sue Balaban is based in RYE, New York, working with PHOENIX MERCHANT PARTNERS, LP. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Melissa Sue Balaban charge for services?
Melissa Sue Balaban's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHOENIX MERCHANT PARTNERS, LP?
PHOENIX MERCHANT PARTNERS, LP has approximately 17 employees and manages $997M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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