AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MW

Melissa P. Wilson

ALTSOURCED SOLUTIONS
Lakewood Ranch, FL 34211
Some features on this profile are disabled
CRD#: 4060542
MW

Professional summary

Melissa Pichler Wilson, who also goes by Melissa Anne Pichler, is a registered financial professional currently at ALTSOURCED SOLUTIONS, LLC located in Lakewood Ranch, Florida.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 1999. Melissa has worked at 8 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melissa Anne Pichler

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) - BD

Click below to view Melissa Pichler Wilson'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

April 19, 2021 - Present

ALTSOURCED SOLUTIONS, LLC

Office #1: 15033 Serene Shores Loop, Lakewood Ranch, FL 34211Office #2: 15033 Serene Shores Loop, Lakewood Ranch, FL 34211
BD
CRD#: 310915
Lakewood Ranch, FL
Past

April 2, 2020 - April 29, 2021

COMMERCE STREET CAPITAL, LLC

BD
CRD#: 143797
DALLAS, TX
Past

May 21, 2015 - June 6, 2019

BNY MELLON SECURITIES CORPORATION

RIA
CRD#: 231
New York, NY
Past

May 21, 2015 - June 6, 2019

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
New York, NY
Past

October 15, 2014 - April 30, 2015

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

November 9, 2011 - July 12, 2013

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

August 24, 2011 - July 12, 2013

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

October 12, 2000 - May 4, 2001

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY
Past

November 8, 1999 - March 15, 2000

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(6/4/2021)
RR
Florida
(6/3/2021)
RR
New York
(8/12/2021)
RR
Puerto Rico
(8/22/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/7/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/6/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/4/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/5/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/27/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ALTSOURCED SOLUTIONS, LLC
ALTSOURCED SOLUTIONS, LLC

CRD#: 310915 / SEC#: , 8-70621

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
15033 Serene Shores Loop, Lakewood Ranch, FL 34211
Mailing Address
15033 Serene Shores Loop, Lakewood Ranch, FL 34211
Phone number
(917) 723-4540
Established
Florida since 09/16/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARADIGM ALTERNATIVE INVESTMENTS LLCOWNER
PLOTYCIA, STEVEN WILLIAMFINOP5293014
WILSON, MELISSA PICHLERCEO/CCO4060542

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

ALTSOURCED SOLUTIONS, LLC

CRD#: 310915Lakewood Ranch, FL 34211

TRUST BUT VERIFY

Monitor Melissa Wilson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lea Smith Johnson
Lea Smith JohnsonAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bradenton, FL
John Edward Darby
John DarbyAdvisorCheck Check Mark
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
IAR
SARASOTA, FL
Adam J Ausloos
Adam AusloosAdvisorCheck Check Mark
ADVICEWORKS WEALTH ADVISORS
IAR
SARASOTA, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.