Melanie
Herbst

Hazlett, Burt & Watson, Inc

CRD#6284230
Investment Advisor
in Vienna, WV

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About this Advisor

Melanie Herbst is a financial advisor based in Vienna, West Virginia, working with Hazlett, Burt & Watson, Inc. Melanie has previously held positions at Edwards Jones and Hazlett, Burt & Watson, Inc. Melanie has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Indiana, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Currently, Melanie is part of Hazlett, Burt & Watson, Inc, which operates out of Vienna, West Virginia. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hazlett, Burt & Watson, Inc includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

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Hazlett, Burt & Watson, Inc Brokerage Details

Total Assets Under Management

$1,018,623,006

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

21

WV Average: 16
Total Number of Accounts

2,291

WV Average: 1,028
Average Account Size

$444,619

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

2017 - Present (7 years)

Hazlett, Burt & Watson, Inc

2014 - 2017 (3 years)

Edwards Jones

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

Jeanne Miller
Lancaster, PA
Melanie Herbst
Vienna, WV
Shane Pamphilis
Wheeling, WV
Walker Holloway
Wheeling, WV
Tyler Brautigan
Wheeling, WV
Joshua Braunlich
Wheeling, WV
Anthony Decicco
Lancaster, PA
C. Johnson
Vienna, WV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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