Unclaimed Profile

Gregory Mark Melvin

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania

Series 6, Series 65Clean record30 years registeredC.S. MCKEE, L.P.

ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 1332096Firm CRD# 119167

Profile Verification

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

Identity

Gregory Mark Melvin · PITTSBURGH, PA

Registration

CRD #1332096 · C.S. MCKEE, L.P. · 30 years registered

Brand Profile

Not yet started

Career History

DARTMOUTH CAPITAL ADVISORS, INC.

May 1996 – present

C.S. MCKEE, L.P.

Apr 2002 – Oct 2020

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · May 7, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C.S. MCKEE, L.P.

CRD 119167 · SEC 801-60927

AUM

$704M

Regulatory assets under management

Employees

49 client accounts

Services offered by C.S. MCKEE, L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at C.S. MCKEE, L.P. →

Introduction

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Frequently Asked Questions

What services does Gregory Mark Melvin offer?

Gregory Mark Melvin specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Gregory Mark Melvin's credentials?

Gregory Mark Melvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Mark Melvin located?

Gregory Mark Melvin is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Gregory Mark Melvin charge for services?

Gregory Mark Melvin's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C.S. MCKEE, L.P.?

C.S. MCKEE, L.P. has approximately 34 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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