Unclaimed Profile

Mark Meloro

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 6523 years registeredMARKET STREET WEALTH MANAGEMENT, LLC

999 WEST CHESTER PIKE, WEST CHESTER, PA 19382CRD# 3261100Firm CRD# 155157

Profile Verification

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

Identity

Mark Meloro · WEST CHESTER, PA

Registration

CRD #3261100 · MARKET STREET WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MARKET STREET WEALTH MANAGEMENT

Nov 2010 – present

USA FINANCIAL SECURITIES CORPORATION

Nov 2006 – Dec 2010

BALA CYNWYD, PA

PRINCOR FINANCIAL SERVICES CORPORATION

Apr 2005 – Dec 2005

WEST CHESTER, PA

FIRST MONTAUK SECURITIES CORP.

Dec 2002 – Jul 2004

CHADDS FORD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 11, 2002

Years registered · 23

Disclosure History

2025Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT, LLC

CRD 155157 · SEC 801-81172

AUM

$589M

Regulatory assets under management

Employees

2,376 client accounts

Services offered by MARKET STREET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 MARKET STREET WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Meloro offer?

Mark Meloro specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are Mark Meloro's credentials?

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

Where is Mark Meloro located?

Mark Meloro is based in WEST CHESTER, Pennsylvania, working with MARKET STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Mark Meloro charge for services?

Mark Meloro's firm is compensated through percentage of aum, hourly charges, subscription fees, other: payment for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARKET STREET WEALTH MANAGEMENT, LLC?

MARKET STREET WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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