Melissa
Machlitt
Royal Alliance Associates, Inc
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About this Advisor
Melissa Machlitt is a financial advisor operating in Minneapolis, Minnesota who has 2 years of relevant experience. Machlitt currently works for Royal Alliance Associates, Inc. Throughout their career, Machlitt has worked at Jra Financial Advisors, Cetera Advisor Networks, Advisornet Financial Inc Dba Advisornet Financial Partners, Royal Alliance, Advisornet Wealth Management and Advisornet Financial Inc Dba Jra Financial. Machlitt maintains a Series 63 license, certifying them as a securities representative, and is able to work in Georgia, Minnesota and Montana. Royal Alliance Associates, Inc is a business that has its headquarters in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 financial advisors. It controls $30 billion in assets under management between its 149,233 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services. Fees charged by Royal Alliance Associates, Inc can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Melissa Machlitt Work History
Melissa has been registered as a financial advisor for 2 years.*
Royal Alliance
Advisornet Financial Inc Dba Advisornet Financial Partners
Advisornet Wealth Management
Advisornet Financial Inc Dba Jra Financial
Cetera Advisor Networks
Jra Financial Advisors
*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 Melissa Machlitt 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 Royal Alliance Associates, Inc
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Mineola, NY
Wayland, 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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