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John Carmen Melasecca III

John C. Melasecca

CLARITI WEALTH ADVISORS
Wilmington, DE 19808-1644
Some features on this profile are disabled
CRD#: 2903453
John Carmen Melasecca III

Professional summary

John Carmen Melasecca III, CFP® is a registered financial advisor currently at CLARITI WEALTH ADVISORS located in Wilmington, Delaware.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Core Areas of Focus

Alternative or Private Investments
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

None

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 John Carmen Melasecca III'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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

May 18, 2020 - Present

CLARITI WEALTH ADVISORS

Office #1: 2710 Centerville Road Suite 201, Wilmington, DE 19808-1644
RIA
CRD#: 104804
Wilmington, DE
Past

August 26, 2005 - February 27, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENVILLE, DE
Past

August 1, 2005 - February 26, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENVILLE, DE
Past

September 25, 1998 - June 27, 2005

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

July 14, 1997 - October 7, 1998

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

July 14, 1997 - October 7, 1998

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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".
CLARITI WEALTH ADVISORS
CLARITI WEALTH ADVISORS
CLARITI WEALTH ADVISORS | SCHIAVI + DATTANI | SCHIAVI + COMPANY | SCHIAVI & COMPANY LLC | SCHIAVI & CO

CRD#: 104804 / SEC#: 801-18338

RIA
Registered Investment Advisory firm - (1/31/1983 Approved)

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
Delaware
(5/18/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/10/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/30/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/11/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLARITI WEALTH ADVISORS
CLARITI WEALTH ADVISORS
CLARITI WEALTH ADVISORS | SCHIAVI + DATTANI | SCHIAVI + COMPANY | SCHIAVI & COMPANY LLC | SCHIAVI & CO

CRD#: 104804 / SEC#: 801-18338

RIA
Registered Investment Advisory firm - (1/31/1983 Approved)
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Contact information

Main Address
2710 Centerville Road Suite 201, Wilmington, DE 19808-1644
Mailing Address
Phone number
(302) 994-4444
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,265
AUM (Assets Under Management)$ 622,223,185

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2026
Cover Page
Report
01/22/2025
Cover Page
Report
02/23/2024
Cover Page
Report
04/06/2023
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.

Company Information

CLARITI WEALTH ADVISORS

CLARITI WEALTH ADVISORS

CRD#: 104804Wilmington, DE 19808-1644

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Contact information

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