Federico
Mele

Genie Ai LLC

CRD#7598731
Investment Advisor
in Brookline, MA

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About this Advisor

Federico Mele is a financial advisor operating in Brookline, Massachusetts with a total of 1 year of industry experience. Mele currently works for Genie Ai LLC. The advisor has gained experience at Student, Time Off After College Graduation, Pwc, Mba Student At Wharton, Time Off Post-Mba Graduation/Seeking Employment, Studio Management LLC, Kindly Inc and Genie Ai LLC. Mele has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Massachusetts. Genie Ai LLC is a financial advisory business operating out of Brookline, MA. The business has a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Genie Ai LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

47 Addington Rd
Brookline, MA 02445

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Genie Ai LLC Brokerage Details

Total Number of Employees

1

MA Average: 118

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Federico Mele Work History

Federico has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kindly Inc

2022 - Present (2 years)

Genie Ai LLC

2020 - 2020 (< 1 year)

Time Off Post-Mba Graduation/Seeking Employment

2020 - 2022 (2 years)

Studio Management LLC

2018 - 2020 (2 years)

Mba Student At Wharton

2015 - 2015 (< 1 year)

Time Off After College Graduation

2015 - 2018 (3 years)

Pwc

2012 - 2015 (3 years)

Student

*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 Federico Mele 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 Genie Ai LLC

Federico Mele
Brookline, MA

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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