Unclaimed Profile

Melinda Beth Huish

WATERFRONT FINANCIAL MANAGEMENT LLC·SILVERDALE, Washington

SIE, Series 6, Series 7, Series 62, Series 63, Series 6526 years registeredWATERFRONT FINANCIAL MANAGEMENT LLC

9615 LEVIN ROAD NW, SUITE 100, SILVERDALE, WA 98383CRD# 2661017Firm CRD# 289408

Profile Verification

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

Identity

Melinda Beth Huish · SILVERDALE, WA

Registration

CRD #2661017 · WATERFRONT FINANCIAL MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WATERFRONT FINANCIAL MANAGEMENT LLC

WATERFRONT FINANCIAL MANAGEMENT LLC

Sep 2017 – Aug 2020

Silverdale, WA

PORTFOLIO STRATEGIES INC

Nov 2004 – Jun 2006

TACOMA, WA

H.D. VEST ADVISORY SERVICES, INC

Dec 1999 – Dec 2017

UNIVERSITY PLACE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 62

Series 63

Series 65

Registration record

First registered · December 29, 1999

Years registered · 26

Disclosure History

2010Customer Dispute·Denied

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

WATERFRONT FINANCIAL MANAGEMENT LLC

CRD 289408 · SEC 801-111075

AUM

$80M

Regulatory assets under management

Employees

534 client accounts

Services offered by WATERFRONT FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 WATERFRONT FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Melinda Beth Huish offer?

Melinda Beth Huish specializes in Financial Planning, Investment Management, Wealth Management.

What are Melinda Beth Huish's credentials?

Melinda Beth Huish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melinda Beth Huish located?

Melinda Beth Huish is based in SILVERDALE, Washington, last registered with WATERFRONT FINANCIAL MANAGEMENT LLC.

How does Melinda Beth Huish charge for services?

Melinda Beth Huish's firm is compensated through percentage of aum, hourly charges, subscription fees, other: bundled/wrap account fees;. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATERFRONT FINANCIAL MANAGEMENT LLC?

WATERFRONT FINANCIAL MANAGEMENT LLC has approximately 5 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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