Melinda M. Wiedel

KILNER CAPITAL ADVISORS

GAITHERSBURG, MD 20877

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CRD#: 2768142

Professional summary

Melinda Marie Wiedel, who also goes by Melinda Marie Gorsky, Mindy Gorsky, Mindy Wiedel, is a registered financial advisor currently at KILNER CAPITAL ADVISORS, LLC located in Gaithersburg, Maryland.

Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Melinda has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melinda Marie Gorsky | Mindy Gorsky | Mindy Wiedel

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) - RIA

Click below to view Melinda Marie Wiedel's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 21, 2008 - Present

KILNER CAPITAL ADVISORS, LLC

Office #1: 438 N. Frederick Ave Ste 465, Gaithersburg, MD 20877

RIA

CRD#: 139521

GAITHERSBURG, MD

Past

September 26, 1996 - July 12, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

GAITHERSBURG, MD

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".

KILNER CAPITAL ADVISORS, LLC

FINANCIAL RESOURCES GROUP | KILNER FINANCIAL GROUP, LLC | KILNER CAPITAL ADVISORS, LLC

CRD#: 139521 / SEC#: 801-69347

RIA

Registered Investment Advisory firm - (7/3/2008 Approved)

Maryland

Registered Investment Advisory firm - (7/30/2008 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.

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

Maryland
(1/21/2008)

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: 1/18/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/25/1996

General Securities Representative Examination

Current Firm

KILNER CAPITAL ADVISORS, LLC

FINANCIAL RESOURCES GROUP | KILNER FINANCIAL GROUP, LLC | KILNER CAPITAL ADVISORS, LLC

CRD#: 139521 / SEC#: 801-69347

RIA

Registered Investment Advisory firm - (7/3/2008 Approved)

Maryland

Registered Investment Advisory firm - (7/30/2008 Terminated)

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Contact information

Main Address

438 N. Frederick Avenue Suite 465, Gaithersburg, MD 20877

Mailing Address

Phone number

(301) 840-0501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KILNER CAPITAL ADVISORS FORM ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	656
AUM (Assets Under Management)	$ 295,715,661

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Melinda M. Wiedel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Marie Wiedel's CRS (Customer Relationship Summary).

Certified licenses

Experience

KILNER CAPITAL ADVISORS, LLC

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

KILNER CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2008

Series 7

Date: 9/25/1996

Current Firm

KILNER CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILNER CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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