MM
Mark A. Melnychuk
GALLAGHER FIDUCIARY ADVISORS
Rolling Meadows, IL 60008
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CRD#: 2301054
MM
Professional summary
Mark Alan Melnychuk, who also goes by Mark Melnychuk, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Rolling Meadows, Illinois.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Melnychuk
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.
Business Name: Crescent Cove Investment Related: No Address: 3440 Belt Line Blvd Ste 207 St. Louis Park MN 55416 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: I am a volunteer on the Crescent Cove Finance Committee Start Date: 4/6/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist is providing oversight of Crescent Cove's budgetary and additional management needs CIRCLE LAKE HOMEOWNERS ASSOCIATION POSITION: HOA Board Member -Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 10/01/2021 ADDRESS: 11510 Circle Ridge Court, Faribault MN 55021, United States DESCRIPTION: General Board obligations
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Melnychuk'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®
NoneExperience
Current
April 27, 2022 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 2850 Golf Road, Rolling Meadows, IL 60008RIA
CRD#: 146509
Rolling Meadows, IL
Past
April 20, 2016 - March 31, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
BLOOMINGTON, MN
Past
November 4, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BLOOMINGTON, MN
Past
June 4, 2013 - March 31, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
BLOOMINGTON, MN
Past
May 10, 2007 - May 24, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WAYZATA, MN
Past
May 7, 2007 - May 24, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WAYZATA, MN
Past
July 20, 2006 - May 8, 2007
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
MINNETONKA, MN
Past
July 20, 2006 - May 8, 2007
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
MINNETONKA, MN
Past
February 3, 2000 - June 12, 2006
SII INVESTMENTS, INC.
RIA
CRD#: 2225
MINNEAPOLIS, MN
Past
September 16, 1998 - June 12, 2006
SII INVESTMENTS, INC.
BD
CRD#: 2225
MINNEAPOLIS, MN
Past
July 25, 1995 - September 16, 1998
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
November 24, 1992 - December 31, 1993
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 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
Illinois(2/1/2024)
IAR
Minnesota(4/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
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Contact information
Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509Rolling Meadows, IL 60008TRUST BUT VERIFY
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