Paul
Melnick
Kestra Advisory Services, LLC
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About this Advisor
Paul Melnick is a financial advisor operating out of Richmond, Virginia with 7 years of relevant experience. Melnick currently works for Kestra Advisory Services, LLC. Throughout their career, they have worked at Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc, Nfp Securities, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Melnick has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Kestra Advisory Services, LLC is a financial advisory firm operating out of Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It controls $42 billion in assets across its 140,407 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 140,407 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice depend on which service is offered. Fee types charged by Kestra Advisory Services, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Paul Melnick Work History
Paul has been registered as a financial advisor for 7 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Massachusetts Mutual Life Insurance Comp
Nfp Securities, Inc
Mml Investors 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 Paul Melnick 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 Kestra Advisory Services, LLC
Austin, TX
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Canton, OH
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Paramus, NJ
Lincoln, NE
Cushing, TX
Lutherville Timonium, MD
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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