Karissa A. Mcdonough

NOTTINGHAM ADVISORS

Williston, VT 05495

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CRD#: 2939369

Professional summary

Karissa Annette Mcdonough, who also goes by Karissa Annette Melberg, is a registered financial advisor currently at NOTTINGHAM ADVISORS INC. located in Williston, Vermont.

Karissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Karissa has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karissa Annette Melberg

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.

Name of other business: Community Bank Is business Investment related: Yes Address of other business: 28 Cottonwood Drive, Williston, VT 05495 Nature of other business: Bank Your position: Fixed Income Strategist Start date of relationship: 08/15/2021 Approx. # of hours /month devote to other business: 20 Number of hours devoted to other business during securities trading hours: 10 Briefly describe duties: Meeting with Trust clients/prospects, Fulfilling compliance requirements for trust investment management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karissa Annette Mcdonough'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

September 2, 2025 - Present

NOTTINGHAM ADVISORS INC.

Office #1: 28 Cottonwood Drive, Williston, VT 05495

RIA

CRD#: 104928

Williston, VT

Past

April 17, 2018 - August 31, 2021

PEOPLE'S UNITED ADVISORS, INC.

RIA

CRD#: 292454

Burlington, VT

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".

NOTTINGHAM ADVISORS INC.

ELIAS ASSET MANAGEMENT INC | NOTTINGHAM WEALTH | NOTTINGHAM FINANCIAL GROUP | NOTTINGHAM ADVISORS INC.

CRD#: 104928 / SEC#: 801-17685

RIA

Registered Investment Advisory firm - (9/22/1982 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

Texas
(9/2/2025)

IAR

Vermont
(9/3/2025)

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

Current Firm

NOTTINGHAM ADVISORS INC.

ELIAS ASSET MANAGEMENT INC | NOTTINGHAM WEALTH | NOTTINGHAM FINANCIAL GROUP | NOTTINGHAM ADVISORS INC.

CRD#: 104928 / SEC#: 801-17685

RIA

Registered Investment Advisory firm - (9/22/1982 Approved)

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Contact information

Main Address

100 Corporate Parkway Suite 338, Amherst, NY 14226

Mailing Address

Phone number

(716) 633-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,578
AUM (Assets Under Management)	$ 1,651,666,071

Red Flags

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

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Karissa A. Mcdonough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karissa Annette Mcdonough's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOTTINGHAM ADVISORS INC.

PEOPLE'S UNITED ADVISORS, INC.

Primary Firm SEC Registration

NOTTINGHAM ADVISORS INC.

State Registrations and Notice Filings

Exams

Current Firm

NOTTINGHAM ADVISORS INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOTTINGHAM ADVISORS INC.

TRUST BUT VERIFY

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