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Darryl W. Melcher

WADE MANAGEMENT LLC
Somerset, MA
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CRD#: 1009068
DM

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Darrly Wade Melcher

Other business activities


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

Blog Corner


CRS (Client Relationship Summary) - RIA


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 21, 2011 - Present

WADE MANAGEMENT LLC

RIA
CRD#: 157268
Somerset, MA
Past

April 26, 2011 - December 4, 2012

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

April 20, 2011 - April 26, 2011

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

January 18, 2007 - April 20, 2011

DOMINARI SECURITIES LLC

RIA
CRD#: 18975
SOMERSET, MA
Past

February 14, 1996 - April 20, 2011

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

December 16, 1989 - December 31, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 2, 1988 - July 26, 1988

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

March 19, 1987 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

August 30, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

July 16, 1982 - March 19, 1987

KEENAN & CLAREY, INC.

BD
CRD#: 482

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/21/2011)
IAR
Rhode Island
(9/26/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/3/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WM
WADE MANAGEMENT LLC
WADE MANAGEMENT LLC

CRD#: 157268 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/21/2011 Approved)
Rhode Island
Registered Investment Advisory firm - (9/26/2012 Approved)
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Contact information


Main Address
Somerset, MA
Mailing Address
Phone number
(202) 213-1422
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 16,705,496

Red Flags


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.

Company Information


WADE MANAGEMENT LLC

CRD#: 157268Somerset, MA

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