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Darryl Wade Melcher

WADE MANAGEMENT
SOMERSET, MA
·CRD# 1009068·44 years experience

Professional Summary

Darryl Wade Melcher, who also goes by Darrly Wade Melcher, is a registered financial advisor currently at WADE MANAGEMENT LLC located in Somerset, Massachusetts. Darryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Darryl has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Darrly Wade Melcher

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

WADE MANAGEMENT LLC·CRD# 157268
RIA
Somerset, MA
April 21, 2011 - Present
DOMINARI SECURITIES LLC·CRD# 18975
BD
New York, NY
April 26, 2011 - December 4, 2012
BROKERSXPRESS LLC·CRD# 127081
BD
Chicago, IL
April 20, 2011 - April 26, 2011
DOMINARI SECURITIES LLC·CRD# 18975
RIA
Somerset, MA
January 18, 2007 - April 20, 2011
DOMINARI SECURITIES LLC·CRD# 18975
BD
New York, NY
February 14, 1996 - April 20, 2011
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Mill, SC
December 16, 1989 - December 31, 1995
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
January 2, 1988 - July 26, 1988
LINSCO FINANCIAL GROUP, INC.·CRD# 524
BD
March 19, 1987 - December 16, 1989
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY·CRD# 2682
BD
August 30, 1983 - January 2, 1988
KEENAN & CLAREY, INC.·CRD# 482
BD
July 16, 1982 - March 19, 1987

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Current Firm

WM
WADE MANAGEMENT LLC

WADE MANAGEMENT LLC

CRD#: 157268
Massachusetts
Registered Investment Advisory firm - Massachusetts (4/21/2011 Approved)
Rhode Island
Registered Investment Advisory firm - Rhode Island (9/26/2012 Approved)

Contact Information

Main Address

Somerset, MA

Phone Number

(202) 213-1422

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

49

AUM (Assets Under Management)

$18,179,989

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WADE MANAGEMNT LLC, REGISTERED INVESTMENT FIRM CRD 157268, SOLE MANAGER SOMERSET, MA 3/29/11 MASS MUTUAL INS.CO SPRINGFIELD, MA RENEWAL LIFE INS COMMISSIONS

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(4/21/2011)
IAR
Rhode Island
(9/26/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1982About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 1982About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Dec 1990About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Apr 1990About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Darryl Wade Melcher's CRS (Customer Relationship Summary).

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