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Melinda Stacy Bercy

ROUNDANGLE ADVISORS LLC·VALLEY STREAM, New York
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27 E. MERRICK RD., VALLEY STREAM, NY 11580CRD# 2477160Firm CRD# 282178
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Research
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