Branden
Carney

Melone Private Wealth, LLC

CRD#6764743
Investment Advisor
in Auburn Hills, MI

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About this Advisor

Branden Carney is a certified financial planner working out of Auburn Hills, Michigan with 2 years of relevant experience. Carney works at Melone Private Wealth, LLC. Their career trajectory has included roles at Plante Moran Financial Advisors, Michigan State University, Msu Hockey, Portfolio Solutions LLC, State Farm Insurance, Fratarcangeli Wealth Management and Melone Private Wealth, LLC. Carney maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Michigan. Melone Private Wealth, LLC is a financial advisory company that has its headquarters in Auburn Hills, MI. It has just four financial advisors. It handles $173 million in assets across its 149 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 149 accounts, 42% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on the financial services provided. Fees charged by Melone Private Wealth, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3121 University Drive Suite 180
Auburn Hills, MI 48326

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Melone Private Wealth, LLC Brokerage Details

Total Assets Under Management

$172,820,680

MI Average: $943,424,332
Total Number of Employees

4

MI Average: 21
Total Number of Accounts

149

MI Average: 1,586
Average Account Size

$1,159,870

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Branden Carney Work History

Branden has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Melone Private Wealth, LLC

2018 - 2020 (2 years)

Portfolio Solutions LLC

2018 - 2018 (< 1 year)

Fratarcangeli Wealth Management

2017 - 2018 (1 year)

State Farm Insurance

2016 - 2017 (1 year)

Plante Moran Financial Advisors

2015 - 2015 (< 1 year)

Plante Moran Financial Advisors

2014 - 2014 (< 1 year)

Msu Hockey

2013 - 2013 (< 1 year)

Msu Hockey

2011 - 2016 (5 years)

Michigan State University

*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 Branden Carney 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 Melone Private Wealth, LLC

Branden Carney
Auburn Hills, MI
Louis Melone
Auburn Hills, MI

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.

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