AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Melinda Stacy Bercy

ROUNDANGLE ADVISORS LLC·VALLEY STREAM, New York
Clean recordROUNDANGLE ADVISORS LLC
27 E. MERRICK RD., VALLEY STREAM, NY 11580CRD# 2477160Firm CRD# 282178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melinda Stacy Bercy · VALLEY STREAM, NY
Registration
CRD #2477160 · ROUNDANGLE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melinda Stacy Bercy is a registered financial advisor based in VALLEY STREAM, New York, affiliated with ROUNDANGLE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Melinda

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

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

03

Firm Overview

Firm
ROUNDANGLE ADVISORS LLC
ROUNDANGLE ADVISORS LLC
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ROUNDANGLE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 2477160
Firm CRD# 282178
View on FINRA BrokerCheck →

Looking for a financial advisor in VALLEY STREAM?

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

Browse VALLEY STREAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Melinda Stacy Bercy offer?
Melinda Stacy Bercy specializes in Financial Planning, Investment Management. Contact their office in VALLEY STREAM, New York for a consultation.
What are Melinda Stacy Bercy's credentials?
Melinda Stacy Bercy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melinda Stacy Bercy located?
Melinda Stacy Bercy is based in VALLEY STREAM, New York, working with ROUNDANGLE ADVISORS LLC. Their office serves clients in the VALLEY STREAM metropolitan area and surrounding communities.
How does Melinda Stacy Bercy charge for services?
Melinda Stacy Bercy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUNDANGLE ADVISORS LLC?
ROUNDANGLE ADVISORS LLC has approximately 3 employees and manages $155M 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 →

Other Advisors at ROUNDANGLE ADVISORS LLC

Benjamin Samuel Gerut
WHITE PLAINS, NY
Jonathan Evan Bernstein
RED BANK, NJ
Manuela Diaz
RED BANK, NJ
Deirdre Ann Derosa
RED BANK, NJ

More Advisors in VALLEY STREAM, New York

Nainesh A Shah
COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, NY
Andrew John Killen
FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC·VALLEY STREAM, NY
Evan Marc Levine
COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, NY
Isaac Zafir
IFG FUND MANAGEMENT LLC·VALLEY STREAM, NY
Marcus Fox
IFG FUND MANAGEMENT LLC·VALLEY STREAM, NY
Tibor Klein
KLEIN FINANCIAL CORP.·VALLEY STREAM, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile