Melanie
Mcdonald
Pursuit Wealth Managment LLC
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About this Advisor
Melanie Mcdonald is a certified financial planner working out of Palm Beach Gardens, Florida, with 3 years of industry experience. Mcdonald is on the advisory team at Pursuit Wealth Managment LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Kovack Securities, Inc, Kovack Advisors, Inc, Pursuit Consulting, LLC and Pursuit Wealth Management LLC. Mcdonald holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Pursuit Wealth Managment LLC is a financial advisory firm operating out of Palm Beach Gardens, FL. It administers $146 million in assets between its 225 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 225 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Pursuit Wealth Managment LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pursuit Wealth Managment LLC Brokerage Details
$145,940,408
4
225
$648,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Melanie Mcdonald Work History
Melanie has been registered as a financial advisor for 3 years.*
Pursuit Consulting, LLC
Pursuit Wealth Management LLC
Kovack Securities, Inc
Kovack Advisors, Inc
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melanie Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pursuit Wealth Managment LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
