MM
Mark Meloro
MARKET STREET WEALTH MANAGEMENT
West Chester, PA 19382
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CRD#: 3261100
MM
Professional summary
Mark Meloro is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT located in West Chester, Pennsylvania and USA FINANCIAL SECURITIES LLC located in Radnor, Pennsylvania.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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.
1. MARKET STREET WEALTH MANAGEMENT LLC - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 01/01/2008. CO OWNER, FINANCIAL ADVISOR. RIA, FEE BASED AUM. INVESTMENT RELATED. 125 HOURS PER MONTH DEVOTED TO BUSINESS. 125 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. MARKET STREET TAX SERVICES. 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 01/01/2008. CO OWNER, TAX PREP DURING TAX SEASON ONLY. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3. MARKET STREET FINANCIAL GROUP - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE01/01/2008. CO OWNER AND FINANCIAL ADVISOR. INSURANCE AND ANNUITY SALES. MAIN CORPORATION THAT WE PAY ALL EXPENSES AND EMPLOYEES. INVESTED RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4. DM3 CONSULTING LLC - 19 WOODSIDE FARM DRIVE, GARNET VALLEY PA 19060. START DATE 01/01/2008. OWNER. THIS IS A COMPANY THAT TAKES RIA FEES FOR ADVISOR MARK MELORO ONLY AND PAYS HIM SALARY AND PAYS EXPENSIVES. INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Meloro's 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®
NoneExperience
Current
November 18, 2010 - Present
MARKET STREET WEALTH MANAGEMENT
Office #1: 999 West Chester Pike Suite 202, West Chester, PA 19382RIA
CRD#: 155157
West Chester, PA
Current
November 17, 2005 - Present
USA FINANCIAL SECURITIES LLC
Office #1: 150 N. Radnor Chester Rd. Suite F-200, Radnor, PA 19087Office #2: 999 West Chester Pike Suite 202, West Chester, PA 19382Office #3: 999 West Chester Pike, West Chester, PA 19382RIA
BD
CRD#: 103857
RADNOR, PA
Past
November 9, 2006 - December 1, 2010
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
BALA CYNWYD, PA
Past
April 11, 2005 - December 8, 2005
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
WEST CHESTER, PA
Past
July 14, 2004 - December 8, 2005
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
December 11, 2002 - July 15, 2004
FIRST MONTAUK SECURITIES CORP.
RIA
CRD#: 13755
CHADDS FORD, PA
Past
September 24, 2002 - July 15, 2004
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
Past
June 30, 2000 - September 7, 2000
ING FUNDS DISTRIBUTOR, INC.
BD
CRD#: 36461
WILMINGTON, DE
Past
March 15, 2000 - August 1, 2002
DIRECTED SERVICES LLC
BD
CRD#: 21675
WEST CHESTER, PA
Past
August 2, 1999 - February 29, 2000
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(11/17/2005)
RR
Florida(11/8/2006)
RR
Indiana(3/2/2021)
RR
New Jersey(11/17/2005)
RR
North Carolina(6/7/2022)
RR
Pennsylvania(11/17/2005)
IAR
Pennsylvania(11/18/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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
19
SEC notice filing (16 States and Territories)
Documents
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.
