Gary J. Melchior
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gary James Melchior, CFP®, who also goes by Gary John Melchior, was a registered financial professional .
Gary is a previously registered financial professional and started their career in finance in 1986. Gary had worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
August 2, 2007 - January 21, 2025
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
July 23, 1999 - February 4, 2004
WS GRIFFITH SECURITIES, INC.
November 5, 1986 - July 2, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
November 5, 1986 - July 2, 1999
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD#: 121307 / SEC#: 801-61444
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD#: 121307 / SEC#: 801-61444
Contact information
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,767 |
| AUM (Assets Under Management) | $ 2,196,677,599 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 02/27/2025 | ||
| 08/22/2023 | ||
| 12/28/2022 |
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.
