Melissa Geracimos

Some features on this profile are disabled

CRD#: 2681315

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.

Melissa Geracimos, CFP®, ChFC®, who also goes by Melissa Ann Voight, Melissa Voight, Melissa Yockey, Mellissa Yockey, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 1995. Melissa had worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Min. Asset: $100K–$250K

Services Offered

Retirement Planning

Education Planning

Elder Care

Estate Planning

Life Transitions

Divorce Planning

Insurance Planning

Retirement Income Management

Long-term Care

Inheritance

Comprehensive Financial Planning

Investment Planning

Aliases

Melissa Ann Voight | Melissa Voight | Melissa Yockey | Mellissa Yockey

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®

CFP^®

Certified Financial Planner

Start date: 2004

ChFC^®

Chartered Financial Consultant

Experience

Past

February 27, 2025 - July 7, 2026

AURELIUS FAMILY OFFICE, LLC

RIA

CRD#: 323016

Alexandria, VA

Past

June 24, 2024 - January 3, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Alexandria, VA

Past

June 24, 2024 - January 3, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Alexandria, VA

Past

November 12, 2021 - May 21, 2024

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252

AUSTIN, TX

Past

January 29, 2020 - May 21, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

McLean, VA

Past

January 28, 2020 - June 12, 2024

LPL FINANCIAL LLC

CRD#: 6413

MCLEAN, VA

Past

October 2, 2018 - October 18, 2019

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Alexandria, VA

Past

April 7, 2016 - October 23, 2019

CAMPBELL WEALTH MANAGEMENT, INC.

RIA

CRD#: 152956

ALEXANDRIA, VA

Past

February 28, 2014 - April 4, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALEXANDRIA, VA

Past

February 28, 2014 - October 5, 2018

LPL FINANCIAL LLC

CRD#: 6413

ALEXANDRIA, VA

Past

November 30, 2012 - February 27, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

MCLEAN, VA

Past

November 30, 2012 - February 27, 2014

LPL FINANCIAL LLC

CRD#: 6413

MCLEAN, VA

Past

October 19, 2009 - December 11, 2012

OSAIC FS, INC.

RIA

CRD#: 3870

ARLINGTON, VA

Past

October 19, 2009 - December 11, 2012

OSAIC FS, INC.

CRD#: 3870

ARLINGTON, VA

Past

July 24, 2009 - October 13, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ALEXANDRIA, VA

Past

July 24, 2009 - October 13, 2009

SECURITIES AMERICA, INC.

CRD#: 10205

ALEXANDRIA, VA

Past

August 10, 2006 - July 30, 2009

OSAIC FS, INC.

RIA

CRD#: 3870

ARLINGTON, VA

Past

June 30, 2006 - July 30, 2009

OSAIC FS, INC.

CRD#: 3870

ARLINGTON, VA

Past

January 13, 2001 - July 27, 2006

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

WASHINGTON, DC

Past

August 11, 2000 - July 27, 2006

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

WASHINGTON, DC

Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

March 6, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

December 18, 1995 - March 12, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

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".

AURELIUS FAMILY OFFICE, LLC

CRD#: 323016 / SEC#: 801-126682

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

Illinois

Registered Investment Advisory firm - (2/15/2023 Terminated)

Ohio

Registered Investment Advisory firm - (2/15/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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: 12/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/1995

General Securities Representative Examination

Current Firm

AURELIUS FAMILY OFFICE, LLC

CRD#: 323016 / SEC#: 801-126682

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

Illinois

Registered Investment Advisory firm - (2/15/2023 Terminated)

Ohio

Registered Investment Advisory firm - (2/15/2023 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3 Executive Park Drive Suite 261, Bedford, NH 03110

Mailing Address

Phone number

(603) 413-6060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AURELIUS FAMILY OFFICE, LLC ADV BROCHURE (9/15/2025)

Regulatory assets under management

Total Number of Accounts	660
AUM (Assets Under Management)	$ 265,861,275

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/04/2025	Cover Page	Report
08/01/2024	Cover Page	Report
02/15/2024	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Melissa Geracimos

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

HUB INTERNATIONAL INVESTMENT SERVICES INC.

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

MADISON AVENUE SECURITIES, LLC

CAMPBELL WEALTH MANAGEMENT, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC FS, INC.

OSAIC FS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC FS, INC.

OSAIC FS, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

AURELIUS FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/1999

Series 63

Date: 5/24/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/16/1995

Current Firm

AURELIUS FAMILY OFFICE, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AURELIUS FAMILY OFFICE, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors