Melissa
Buttafoco
Financial Advocates Investment Management
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About this Advisor
Melissa Buttafoco is a financial advisor who works out of Olympia, Washington with 1 year of relevant experience. Buttafoco currently works for Financial Advocates Investment Management. Throughout their career, they have worked at Financial Advocates, Nancy E. Boyden Arnp, Homegoods, Tj Maxx, Saint Mary'S College Of Ca, Gig Harbor High School, Lpl Financial, LLC and Financial Advocates Investment Management. Buttafoco has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Financial Advocates Investment Management is a firm operating out of Olympia, WA. The firm has offices in 71 locations and a total of 149 advisors. It handles $4 billion in total assets between its 20,722 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 26 charities and foundations. Of its 20,722 accounts, 25% are held by high-net-worth investors who have more than $1 million in assets available to invest. Financial Advocates Investment Management performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually vary depending on which service is offered. Fees billed by Financial Advocates Investment Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,580,994,144
149
20,722
$172,811
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Melissa Buttafoco Work History
Melissa has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Financial Advocates Investment Management
Financial Advocates
Nancy E. Boyden Arnp
Homegoods
Tj Maxx
Saint Mary'S College Of Ca
Saint Mary'S College Of Ca
Gig Harbor High School
*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 Buttafoco 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 Financial Advocates Investment Management
Cody, WY
Olympia, WA
Edmonds, WA
Rock Springs, WY
Spokane, WA
Napa, CA
Olympia, WA
Olympia, WA
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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