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MD

Melissa J. Dailey

CLEARWATER CAPITAL PARTNERS
Hoffman Estates, IL 60169
Some features on this profile are disabled
CRD#: 3272520
MD

Professional summary

Melissa Jean Dailey, who also goes by Melissa Jean Bolerjack, Melissa Jean Bolerjack, Melissa Bolerjack, Melissa Dailey, is a registered financial advisor currently at CLEARWATER CAPITAL PARTNERS located in Hoffman Estates, Illinois.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Melissa has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Jean Bolerjack | Melissa Jean Bolerjack | Melissa Bolerjack | Melissa Dailey

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 Melissa Jean Dailey'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

October 9, 2021 - Present

CLEARWATER CAPITAL PARTNERS

Office #1: 2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169
RIA
CRD#: 139886
Hoffman Estates, IL
Past

October 13, 2020 - June 9, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
KANSAS CITY, MO
Past

April 17, 2015 - July 14, 2020

OSAIC FA, INC.

BD
CRD#: 3978
OVERLAND PARK, KS
Past

February 26, 2013 - February 20, 2015

ASCENSUS BROKER DEALER SERVICES, LLC

BD
CRD#: 36478
NEWTON, MA
Past

June 7, 2011 - June 25, 2012

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA
CRD#: 121974
KANSAS CITY, MO
Past

January 14, 2005 - June 25, 2012

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
KANSAS CITY, MO
Past

July 5, 2000 - December 31, 2002

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
KANSAS CITY, MO
Past

March 29, 2000 - June 25, 2012

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

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".
CC
CLEARWATER CAPITAL PARTNERS
BORHART SPELLMEYER & COMPANY-PRIVATE WEALTH MANAGEMENT, LLC | CLEARWATER CAPITAL PARTNERS, LLC | CLEARWATER CAPITAL PARTNERS | CLEARWATER CAPITAL ADVISORS, LLC | BSC PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 139886 / SEC#: 801-70905

RIA
Registered Investment Advisory firm - (1/4/2010 Approved)
Illinois
Registered Investment Advisory firm - (1/7/2010 Terminated)
Indiana
Registered Investment Advisory firm - (12/4/2009 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(10/9/2021)
IAR
Texas
(9/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/9/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/6/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/17/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/28/2005
General Securities Principal Examination

Current Firm

CC
CLEARWATER CAPITAL PARTNERS
BORHART SPELLMEYER & COMPANY-PRIVATE WEALTH MANAGEMENT, LLC | CLEARWATER CAPITAL PARTNERS, LLC | CLEARWATER CAPITAL PARTNERS | CLEARWATER CAPITAL ADVISORS, LLC | BSC PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 139886 / SEC#: 801-70905

RIA
Registered Investment Advisory firm - (1/4/2010 Approved)
Illinois
Registered Investment Advisory firm - (1/7/2010 Terminated)
Indiana
Registered Investment Advisory firm - (12/4/2009 Terminated)
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Contact information

Main Address
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169
Mailing Address
Phone number
(847) 841-8650
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (35 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

CLEARWATER CAPITAL PARTNERS ADV PART 2A (3/28/2025)
CLEARWATER CAPITAL PARTNERS ADV PART 2A APPENDIX 1: WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,653
AUM (Assets Under Management)$ 1,489,947,464

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

CLEARWATER CAPITAL PARTNERS

CRD#: 139886Hoffman Estates, IL 60169

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