Melissa A. Geracimos
AURELIUS FAMILY OFFICE
Alexandria, VA
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CRD#: 2681315
Professional summary
Melissa Ann Geracimos, CFP®, ChFC®, who also goes by Melissa Ann Voight, Melissa Voight, Melissa Yockey, Mellissa Yockey, is a registered financial advisor currently at AURELIUS FAMILY OFFICE, LLC located in Alexandria, Virginia.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Melissa has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Elder Care
Estate Planning
Life Transitions
Divorce Planning
Insurance Planning
Retirement Income Management
Long-term Care
Inheritance
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
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.
1. 01/28/2020 - HUB INTERNATIONAL INVESTMENT SERVICES INC/ ACCOMMODATION BROKER-DEALER/ INVESTMENT RELATED/ 0%/ MCLEAN, VA 2. 01/28/2020 - HUB INTERNATIONAL/ OUTSIDE, W-2 EMPLOYMENT/ INVESTMENT RELATED/ 100%/ MCLEAN, VA 3. 01/28/2020 - WASHINGTON FINANCIAL GROUP, A DIV OF HUB INT'L/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ MCLEAN, VA 4. 7/2/2020 - GLOBAL RETIREMENT PARTNERS LLC - Investment Related - At Reported Business Location(s) - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/29/2020 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address,the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 7/2/2020 - WASHINGTON FINANCIAL GROUP, A DIV OF HUB INT'L - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/29/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 6. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Advisor will service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Ann Geracimos'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®
CFP®
Start date: 2004
Experience
Current
February 27, 2025 - Present
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.
BD
CRD#: 5393
Alexandria, VA
Past
November 12, 2021 - May 21, 2024
HUB INTERNATIONAL INVESTMENT SERVICES INC.
BD
CRD#: 150252
KANSAS CITY, MO
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
BD
CRD#: 6413
MCLEAN, VA
Past
October 2, 2018 - October 18, 2019
MADISON AVENUE SECURITIES, LLC
BD
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
BD
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
BD
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.
BD
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.
BD
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.
BD
CRD#: 3870
ARLINGTON, VA
Past
January 13, 2001 - July 27, 2006
DEUTSCHE BANK SECURITIES INC.
BD
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
BD
CRD#: 17790
BALTIMORE, MD
Past
March 6, 1996 - September 1, 1997
ALEX. BROWN & SONS INCORPORATED
BD
CRD#: 20
Past
December 18, 1995 - March 12, 1996
CITIGROUP GLOBAL MARKETS INC.
BD
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".
AF
AURELIUS FAMILY OFFICE, LLC
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)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
Virginia(2/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
AURELIUS FAMILY OFFICE, LLC
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)Upgrade to AdvisorCheck Premium
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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
9
SEC notice filing (15 States and Territories)
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 | ||
| 08/01/2024 | ||
| 02/15/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AURELIUS FAMILY OFFICE, LLC
CRD#: 323016Alexandria, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
