Unclaimed Profile

Melissa Lynn Donovan

MEYER CAPITAL MANAGEMENT INC·CINCINNATI, Ohio

Clean recordMEYER CAPITAL MANAGEMENT INC

7655 FIVE MILE ROAD, CINCINNATI, OH 45230CRD# 4911181Firm CRD# 106904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Lynn Donovan · CINCINNATI, OH

Registration

CRD #4911181 · MEYER CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Lynn Donovan is a registered financial advisor based in CINCINNATI, Ohio, affiliated with MEYER CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Melissa

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

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

Firm Overview

Firm

MEYER CAPITAL MANAGEMENT LLC.

AUM

$145M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEYER CAPITAL MANAGEMENT LLC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4911181

Firm CRD# 106904

View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Melissa Lynn Donovan offer?

Melissa Lynn Donovan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Melissa Lynn Donovan's credentials?

Melissa Lynn Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Lynn Donovan located?

Melissa Lynn Donovan is based in CINCINNATI, Ohio, working with MEYER CAPITAL MANAGEMENT INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Melissa Lynn Donovan charge for services?

Melissa Lynn Donovan'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 MEYER CAPITAL MANAGEMENT INC?

MEYER CAPITAL MANAGEMENT INC has approximately 6 employees and manages $145M 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 →