Mark Meloro

MARKET STREET WEALTH MANAGEMENT

West Chester, PA 19382

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CRD#: 3261100

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Meloro'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

November 18, 2010 - Present

MARKET STREET WEALTH MANAGEMENT

Office #1: 999 West Chester Pike Suite 202, West Chester, PA 19382

RIA

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 19382

RIA

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.

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.

CRD#: 13755

RED BANK, NJ

Past

June 30, 2000 - September 7, 2000

ING FUNDS DISTRIBUTOR, INC.

CRD#: 36461

WILMINGTON, DE

Past

March 15, 2000 - August 1, 2002

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

August 2, 1999 - February 29, 2000

VANGUARD MARKETING CORPORATION

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)

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.

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

Delaware
(11/17/2005)

Florida
(11/8/2006)

Indiana
(3/2/2021)

Kentucky
(12/11/2025)

New Jersey
(11/17/2005)

North Carolina
(6/7/2022)

Pennsylvania
(11/17/2005)

IAR

Pennsylvania
(11/18/2010)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/30/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

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)

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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 (2/25/2026)

Regulatory assets under management

Total Number of Accounts	2,717
AUM (Assets Under Management)	$ 836,983,408

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

Mark Meloro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Meloro's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

ING FUNDS DISTRIBUTOR, INC.

DIRECTED SERVICES LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MARKET STREET WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2002

Series 63

Date: 8/12/1999

SIE

Date: 10/1/2018

Series 7

Date: 4/29/2002

Series 6

Date: 7/30/1999

FINRA

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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