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LM

Louis M. Melone

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CRD#: 2370674
LM

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.

Louis Michael Melone, who also goes by Louis M Melone, was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1993. Louis had worked at 17 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Louis M Melone

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 22, 2020 - May 4, 2020

MONMOUTH ADVISORY SERVICES, LLC

RIA
CRD#: 298603
Aberdeen, NJ
Past

January 10, 2019 - September 24, 2019

FIRST STANDARD FINANCIAL ADVISORY

RIA
CRD#: 172743
RED BANK, NJ
Past

December 17, 2018 - September 24, 2019

FIRST STANDARD FINANCIAL COMPANY LLC

BD
CRD#: 168340
RED BANK, NJ
Past

April 4, 2018 - December 18, 2018

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
LINCROFT, NJ
Past

April 4, 2018 - December 18, 2018

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
LINCROFT, NJ
Past

October 5, 2016 - September 25, 2017

INVST, LLC

RIA
CRD#: 282863
TINTON FALLS, NJ
Past

September 13, 2016 - April 5, 2018

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
Red Bank, NJ
Past

May 27, 2015 - September 14, 2016

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
LINCROFT, NJ
Past

January 2, 2015 - June 3, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WALL TOWNSHIP, NJ
Past

January 2, 2015 - June 3, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WALL TOWNSHIP, NJ
Past

April 9, 2012 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
WALL TOWNSHIP, NJ
Past

March 27, 2012 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
WALL TOWNSHIP, NJ
Past

December 8, 2009 - March 27, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTIC HIGHLANDS, NJ
Past

December 8, 2009 - March 27, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTIC HIGHLANDS, NJ
Past

May 27, 2008 - December 7, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
LAWRENCEVILLE, NJ
Past

May 27, 2008 - December 7, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
LAWRENCEVILLE, NJ
Past

December 20, 2006 - May 27, 2008

IFMG SECURITIES, INC.

RIA
CRD#: 14416
LAWRENCEVILLE, NJ
Past

December 20, 2006 - May 27, 2008

IFMG SECURITIES, INC.

BD
CRD#: 14416
LAWRENCEVILLE, NJ
Past

October 20, 2004 - December 19, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
JACKSON, NJ
Past

October 20, 2004 - December 19, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
JACKSON, NJ
Past

August 17, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
POINT PLEASANT BEACH, NJ
Past

August 17, 2004 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

September 12, 2002 - August 9, 2004

IFMG SECURITIES, INC.

RIA
CRD#: 14416
BELMAR, NJ
Past

April 30, 2002 - August 9, 2004

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

September 5, 2001 - April 19, 2002

SOMERSET FINANCIAL GROUP, INC.

BD
CRD#: 46507
PRINCETON, NJ
Past

August 28, 1996 - April 3, 1997

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 8, 1995 - September 23, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 8, 1995 - September 23, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 28, 1993 - November 23, 1993

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MONMOUTH ADVISORY SERVICES, LLC
MONMOUTH ADVISORY SERVICES, LLC

CRD#: 298603 / SEC#:

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Contact information


Main Address
14 Chukker Cove, Colts Neck, NJ 07722
Mailing Address
Phone number
(732) 795-9980
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


MONMOUTH ADVISORY SERVICES, LLC

CRD#: 298603

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