Melanie
Herbst

Hazlett, Burt & Watson, Inc

CRD#6284230
Investment Advisor
in Vienna, WV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Melanie Herbst is a certified financial planner who works in Vienna, West Virginia, with 6 years of industry experience. Herbst is an advisor for Hazlett, Burt & Watson, Inc. Their career trajectory has included roles at Edwards Jones, Fourwinds Logistics, Contiental Land Resources and Hazlett, Burt & Watson, Inc. Herbst has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Georgia, Indiana, North Carolina, South Carolina, Texas, Virginia and West Virginia. Hazlett, Burt & Watson, Inc is a financial advisory business headquartered in Wheeling, WV. The firm has offices in three locations and a total of 19 financial advisors. It controls $983 million in assets across its 2,113 accounts, placing it among the larger firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 2,113 customer accounts, 22% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which service is offered. Fee types charged by Hazlett, Burt & Watson, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1100 9Th Street Unit 1
Vienna, WV 26105

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hazlett, Burt & Watson, Inc Brokerage Details

Total Assets Under Management

$982,736,375

WV Average: $493,341,091
Total Number of Employees

19

WV Average: 16
Total Number of Accounts

2,113

WV Average: 1,028
Average Account Size

$465,091

WV Average: $479,904

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

Melanie Herbst Work History

Melanie has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Hazlett, Burt & Watson, Inc

2014 - 2017 (3 years)

Edwards Jones

2013 - 2013 (< 1 year)

Fourwinds Logistics

2010 - 2013 (3 years)

Contiental Land Resources

*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 Melanie Herbst 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 Security Capital Management

Shane Pamphilis
Wheeling, WV
Tyler Brautigan
Wheeling, WV
Joshua Braunlich
Wheeling, WV
Walker Holloway
Wheeling, WV
Melanie Herbst
Vienna, WV
C. Johnson
Vienna, WV
Joyce Libby
Lancaster, PA
William Paras
Wheeling, WV

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started