Melissa Vinick
Professional summary
Melissa Vinick, who also goes by Melissa Gilbert, Melissa VInick-gilbert, is a registered financial advisor currently at MARSHFIELD ASSOCIATES located in Washington, District Of Columbia.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Melissa has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Vinick's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2009 - Present
MARSHFIELD ASSOCIATES
Office #1: 1330 Connecticut Ave Nw Suite 400, Washington, DC 20036March 9, 2011 - December 31, 2018
YOGI ADVISORS, LLC
September 18, 2009 - March 29, 2019
BUSHIDO CAPITAL PARTNERS LLC
July 23, 2009 - July 23, 2009
YOGI ADVISORS, LLC
January 1, 1997 - September 17, 2007
FERRIS, BAKER WATTS, LLC
January 1, 1997 - July 16, 2009
MARSHFIELD ASSOCIATES
May 24, 1996 - September 17, 2007
FERRIS, BAKER WATTS, LLC
Primary Firm SEC Registration
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/8/2022)
(9/17/2009)
(11/9/2022)
(11/9/2022)
(11/9/2022)
(9/17/2009)
Exams
Current Firm
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,466 |
| AUM (Assets Under Management) | $ 7,500,657,939 |
Red Flags
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