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DM

Dennis T. Melchior

MELCHIOR INVESTMENTS LLC
WEST PALM BEACH, FL
Some features on this profile are disabled
CRD#: 331495
DM

Professional summary

Dennis Torkil Melchior, who also goes by Dennis Torkil Melchoir, is a registered financial advisor currently at MELCHIOR INVESTMENTS LLC located in West Palm Beach, Florida.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Dennis has worked at 13 firms and has passed the Series 65, Series 63, Series 1, Series 53, Series 10, Series 9, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dennis Torkil Melchoir

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 Dennis Torkil Melchior'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®
None

Experience

Current

July 29, 2014 - Present

MELCHIOR INVESTMENTS LLC

RIA
CRD#: 168543
WEST PALM BEACH, FL
Past

January 30, 2007 - May 22, 2013

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
STUART, FL
Past

January 29, 2007 - May 22, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
STUART, FL
Past

October 7, 2005 - February 15, 2006

KEYBANC CAPITAL MARKETS INC.

RIA
CRD#: 566
CLEVELAND, OH
Past

November 9, 1998 - February 15, 2006

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

January 14, 1997 - November 9, 1998

KEY CAPITAL MARKETS, INC.

BD
CRD#: 39832
CLEVELAND, OH
Past

March 6, 1996 - December 17, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 8, 1993 - September 1, 1995

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

August 11, 1992 - October 26, 1993

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

October 28, 1991 - May 1, 1992

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 2, 1984 - July 18, 1991

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 3, 1978 - February 25, 1984

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
Past

March 16, 1977 - January 30, 1978

LOEB, RHOADES & CO. INC.

BD
CRD#: 525
Past

September 26, 1972 - January 17, 1977

SALOMON BROTHERS INC.

BD
CRD#: 740
Past

August 25, 1971 - December 13, 1971

ARTHUR LIPPER CORPORATION

BD
CRD#: 1000001

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
Florida
(7/29/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/12/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/23/1971
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/25/2004
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/7/2003
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/31/2003
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/8/2001
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/7/1980
General Securities Principal Examination

Current Firm

MI
MELCHIOR INVESTMENTS LLC
MELCHIOR INVESTMENTS LLC

CRD#: 168543 / SEC#:

Florida
Registered Investment Advisory firm - (7/29/2014 Approved)
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Contact information

Main Address
West Palm Beach, FL
Mailing Address
Phone number
(561) 289-7257
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 14,290,640

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

MELCHIOR INVESTMENTS LLC

CRD#: 168543West Palm Beach, FL

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