AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Melinda Stacy Bercy

ROUNDANGLE ADVISORS LLC·VALLEY STREAM, New York
SIE, Series 6, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ROUNDANGLE ADVISORS LLC
CRD 282178 · SEC 801-107449
AUM
$155M
Regulatory assets under management
Employees
3
398 client accounts
Services offered by ROUNDANGLE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROUNDANGLE ADVISORS LLC →
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 →

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
04

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

Deirdre Ann Derosa
RED BANK, NJ
CFP
Jonathan Evan Bernstein
RED BANK, NJ
CFPPFS

More Advisors in VALLEY STREAM, New York

Nainesh A Shah
COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, NY
CFA
Andrew John Killen
FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC·VALLEY STREAM, NY
Evan Marc Levine
COMPLETE ADVISORS PLUS 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 (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile