Unclaimed Profile

Melanie Corbett Simons

REFRAME WEALTH, LLC·FAIRFAX, Virginia

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 31, Series 66Clean record20 years registeredREFRAME WEALTH, LLC

3251 OLD LEE HIGHWAY, FAIRFAX, VA 22030CRD# 4978958Firm CRD# 313386

Profile Verification

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

Identity

Melanie Corbett Simons · FAIRFAX, VA

Registration

CRD #4978958 · REFRAME WEALTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Oct 2024 – present

CHEVY CHASE TRUST COMPANY

Mar 2023 – Sep 2024

BETHESDA, MD

REFRAME WEALTH, LLC

Apr 2021 – Dec 2022

FAIRFAX, VA

ADVICE AND PLANNING SERVICES

Apr 2013 – Nov 2020

WASHINGTON, DC

MCLEAN ASSET MANAGEMENT CORP.

May 2012 – Mar 2013

MCLEAN, VA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – May 2012

MCLEAN, VA

CITIGROUP GLOBAL MARKETS INC.

May 2006 – Jun 2009

WASHINGTON, DC

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2005 – May 2006

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 31

Series 66

Registration record

First registered · September 13, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REFRAME WEALTH, LLC

CRD 313386 · SEC 801-120695

AUM

$334M

Regulatory assets under management

Employees

557 client accounts

Services offered by REFRAME WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REFRAME WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Melanie Corbett Simons offer?

Melanie Corbett Simons specializes in Financial Planning, Investment Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Melanie Corbett Simons's credentials?

Melanie Corbett Simons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melanie Corbett Simons located?

Melanie Corbett Simons is based in FAIRFAX, Virginia, working with REFRAME WEALTH, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Melanie Corbett Simons charge for services?

Melanie Corbett Simons's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REFRAME WEALTH, LLC?

REFRAME WEALTH, LLC has approximately 4 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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