Melissa
Stein

Mid Atlantic Financial Management, Inc

CRD#4999174
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Melissa Stein is a certified financial planner operating in Pittsburgh, Pennsylvania, with 10 years of experience as a financial advisor. Stein is on the advisory team at Mid Atlantic Financial Management, Inc. During their career, the advisor has held roles at Mid Atlantic Financial Management, Inc, Multi-Financial Securities Corporation, Cetera Advisors LLC and Mid Atlantic Capital Coproration. Stein has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia, Wisconsin, Texas, Arizona and Florida. Mid Atlantic Financial Management, Inc is a business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 42 locations and a total of 100 financial advisors. It has $2 billion in assets under management among its 7,915 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 7,915 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. Mid Atlantic Financial Management, Inc offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the type of services. However, fees billed by Mid Atlantic Financial Management, Inc most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1251 Waterfront Place Suite 510
Pittsburgh, PA 15222-4235

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Mid Atlantic Financial Management, Inc Brokerage Details

Total Assets Under Management

$2,427,915,803

PA Average: $15,833,994,310
Total Number of Employees

101

PA Average: 41
Total Number of Accounts

8,912

PA Average: 3,342
Average Account Size

$272,432

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Melissa Stein Work History

Melissa has 10 years of experience.

2015 - Present (4 years)

Mid Atlantic Financial Management, Inc

2015 - Present (4 years)

Mid Atlantic Capital Coproration

2013 - 2015 (2 years)

Cetera Advisors LLC

2008 - 2012 (4 years)

Multi-Financial Securities Corporation

Disclosures

Melissa Stein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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