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Kevin Alexander Melich

CHARTWELL INVESTMENT PARTNERS·BERWYN, Pennsylvania
Clean recordCHARTWELL INVESTMENT PARTNERS
1235 WESTLAKES DR, BERWYN, PA 19312CRD# 1072942Firm CRD# 106157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Alexander Melich · BERWYN, PA
Registration
CRD #1072942 · CHARTWELL INVESTMENT PARTNERS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Alexander Melich is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with CHARTWELL INVESTMENT PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHARTWELL INVESTMENT PARTNERS
CHARTWELL INVESTMENT PARTNERS
AUM
$5.2B
Regulatory assets under management
Employees
45
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1072942
Firm CRD# 106157
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Alexander Melich offer?
Kevin Alexander Melich specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Kevin Alexander Melich's credentials?
Kevin Alexander Melich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Alexander Melich located?
Kevin Alexander Melich is based in BERWYN, Pennsylvania, working with CHARTWELL INVESTMENT PARTNERS. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Kevin Alexander Melich charge for services?
Kevin Alexander Melich's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTWELL INVESTMENT PARTNERS?
CHARTWELL INVESTMENT PARTNERS has approximately 45 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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