Gregory M. Melvin

DARTMOUTH CAPITAL ADVISORS

Wexford, PA

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CRD#: 1332096

Professional summary

Gregory Mark Melvin, CFA is a registered financial advisor currently at DARTMOUTH CAPITAL ADVISORS, INC. located in Wexford, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Gregory has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

FIRST NATIONAL BANK (FORMERLY IRON AND GLASS BANK) 559 GRANT STREET PITTSBURGH, PA 15219 DIRECTOR ELECTED 1997 3 HOURS A MONTH DURING MARKET HOURS. DARTMOUTH CAPITAL ADVISORS, INC. 750 STONEGATE DRIVE WEXFORD, PA 15090 PRESIDENT 1 HOUR DAILY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mark Melvin's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

May 7, 1996 - Present

DARTMOUTH CAPITAL ADVISORS, INC.

RIA

CRD#: 105933

Wexford, PA

Past

April 12, 2002 - October 27, 2020

C.S. MCKEE, L.P.

RIA

CRD#: 119167

PITTSBURGH, PA

Past

May 7, 1996 - December 31, 2016

DARTMOUTH CAPITAL ADVISORS, INC.

RIA

CRD#: 105933

WEXFORD, PA

Past

December 21, 1984 - January 18, 1995

FEDERATED SECURITIES CORP.

CRD#: 5009

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DARTMOUTH CAPITAL ADVISORS, INC.

C.S. MCKEE, L.P. | DARTMOUTH CAPITAL ADVISORS, INC. | DARMOUTH CAPITAL ADVISORS INC

CRD#: 105933 / SEC#: 801-49300

RIA

Registered Investment Advisory firm - (6/27/1995 Approved)

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

Pennsylvania
(5/7/1996)

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

State Security Law Exam

IAR

Series 65

Date: 7/28/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 12/20/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DARTMOUTH CAPITAL ADVISORS, INC.

C.S. MCKEE, L.P. | DARTMOUTH CAPITAL ADVISORS, INC. | DARMOUTH CAPITAL ADVISORS INC

CRD#: 105933 / SEC#: 801-49300

RIA

Registered Investment Advisory firm - (6/27/1995 Approved)

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Contact information

Main Address

Naples, FL

Mailing Address

Phone number

(412) 585-5014

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DARTMOUTH CAPITAL ADVISORS, INC. (1/16/2025)

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 144,184,176

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory M. Melvin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mark Melvin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DARTMOUTH CAPITAL ADVISORS, INC.

C.S. MCKEE, L.P.

DARTMOUTH CAPITAL ADVISORS, INC.

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

DARTMOUTH CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/1995

Series 6

Date: 12/20/1984

Current Firm

DARTMOUTH CAPITAL ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DARTMOUTH CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

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