Unclaimed Profile

Melissa Jo Estrich

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio

SIE, Series 7, Series 63, Series 65Clean record26 years registeredVENTURE VISIONARY PARTNERS LLC

5520 MONROE STREET, SYLVANIA, OH 43560CRD# 2593813Firm CRD# 304237

Profile Verification

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

Identity

Melissa Jo Estrich · SYLVANIA, OH

Registration

CRD #2593813 · VENTURE VISIONARY PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

VENTURE VISIONARY PARTNERS LLC

Jan 2021 – present

UBS FINANCIAL SERVICES INC.

Dec 2011 – May 2019

SYLVANIA, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2003 – Dec 2011

TOLEDO, OH

CITIGROUP GLOBAL MARKETS INC.

Dec 1999 – Jun 2003

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 7, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VENTURE VISIONARY PARTNERS LLC

CRD 304237 · SEC 801-116835

AUM

$3.9B

Regulatory assets under management

Employees

5,412 client accounts

Services offered by VENTURE VISIONARY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VENTURE VISIONARY PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Melissa Jo Estrich offer?

Melissa Jo Estrich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.

What are Melissa Jo Estrich's credentials?

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

Where is Melissa Jo Estrich located?

Melissa Jo Estrich is based in SYLVANIA, Ohio, working with VENTURE VISIONARY PARTNERS LLC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.

How does Melissa Jo Estrich charge for services?

Melissa Jo Estrich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VENTURE VISIONARY PARTNERS LLC?

VENTURE VISIONARY PARTNERS LLC has approximately 37 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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