Charles Meloro

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CRD#: 3026679

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Meloro was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1998. Charles had worked at 6 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

MARKET STREET WEALTH MANAGEMENT - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. CLIENT RELATIONSHIP MANAGEMENT, PROVIDING INVESTMENT ADVICE & INSURANCE SERVICES. 24 HRS DEVOTED DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 26, 2014 - December 31, 2022

MARKET STREET WEALTH MANAGEMENT

RIA

CRD#: 155157

WEST CHESTER, PA

Past

February 13, 2014 - November 30, 2022

USA FINANCIAL SECURITIES LLC

CRD#: 103857

WEST CHESTER, PA

Past

September 5, 2007 - January 8, 2014

AST INVESTMENT SERVICES, INC.

RIA

CRD#: 108897

SHELTON, CT

Past

September 5, 2007 - January 8, 2014

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

DRESHER, PA

Past

April 9, 2007 - August 29, 2007

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

WEST CHESTER, PA

Past

January 3, 2007 - August 29, 2007

USA FINANCIAL SECURITIES LLC

CRD#: 103857

WEST CHESTER, PA

Past

November 15, 2005 - November 13, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

VINELAND, NJ

Past

October 14, 2005 - November 13, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

VINELAND, NJ

Past

February 8, 2002 - June 27, 2003

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

May 28, 1998 - July 20, 2000

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

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".

MARKET STREET WEALTH MANAGEMENT

MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC

CRD#: 155157 / SEC#: 801-81172

RIA

Registered Investment Advisory firm - (3/27/2015 Approved)

Delaware

Registered Investment Advisory firm - (6/24/2015 Terminated)

New Jersey

Registered Investment Advisory firm - (7/30/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/19/2015 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 11/13/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/5/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/27/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARKET STREET WEALTH MANAGEMENT

MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC

CRD#: 155157 / SEC#: 801-81172

RIA

Registered Investment Advisory firm - (3/27/2015 Approved)

Delaware

Registered Investment Advisory firm - (6/24/2015 Terminated)

New Jersey

Registered Investment Advisory firm - (7/30/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/19/2015 Terminated)

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Contact information

Main Address

999 West Chester Pike Suite 202, West Chester, PA 19382

Mailing Address

Phone number

(610) 692-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MSWM FORM ADV PART 2A (3/16/2025)

Regulatory assets under management

Total Number of Accounts	2,604
AUM (Assets Under Management)	$ 714,859,960

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.

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Advisor Monitoring

Firm Stability Insights

Charles Meloro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

AST INVESTMENT SERVICES, INC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

Primary Firm SEC Registration

MARKET STREET WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2005

Series 63

Date: 11/11/2005

Series 66

Date: 11/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/13/2005

Series 6

Date: 5/27/1998

Current Firm

MARKET STREET WEALTH MANAGEMENT

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKET STREET WEALTH MANAGEMENT

TRUST BUT VERIFY

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