Unclaimed Profile

Melissa M Mayhew

STRATEGENT FINANCIAL, LLC·HARRISONBURG, Virginia

Series 65Clean record7 years registeredSTRATEGENT FINANCIAL, LLC

185 NEFF AVENUE, HARRISONBURG, VA 22801CRD# 7038868Firm CRD# 148173

Profile Verification

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

Identity

Melissa M Mayhew · HARRISONBURG, VA

Registration

CRD #7038868 · STRATEGENT FINANCIAL, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGENT FINANCIAL, LLC

STRATEGENT FINANCIAL, LLC

Oct 2018 – Jul 2023

HARRISONBURG, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 31, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGENT FINANCIAL, LLC

CRD 148173 · SEC 801-112356

AUM

$263M

Regulatory assets under management

Employees

121 client accounts

Services offered by STRATEGENT FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGENT FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Melissa M Mayhew offer?

Melissa M Mayhew specializes in Financial Planning, Investment Management, Wealth Management.

What are Melissa M Mayhew's credentials?

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

Where is Melissa M Mayhew located?

Melissa M Mayhew is based in HARRISONBURG, Virginia, last registered with STRATEGENT FINANCIAL, LLC.

How does Melissa M Mayhew charge for services?

Melissa M Mayhew's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGENT FINANCIAL, LLC?

STRATEGENT FINANCIAL, LLC has approximately 5 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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