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MD

Melanie S. Dwyer

CHF WEALTH MANAGEMENT
Lafayette, LA 70508
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CRD#: 4140411
MD

Professional summary


Melanie S Hayes Dwyer, who also goes by Melanie Sheri Dwyer, Melanie Hayes Dwyer, Melanie Sheri Hayes, is a registered financial advisor currently at CHF WEALTH MANAGEMENT, LLC located in Lafayette, Louisiana.

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Melanie has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Melanie Sheri Dwyer | Melanie Hayes Dwyer | Melanie Sheri Hayes

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 Melanie S Hayes Dwyer'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 15, 2024 - Present

CHF WEALTH MANAGEMENT, LLC

Office #1: 201 Rue Iberville, Suite 710, Lafayette, LA 70508
RIA
CRD#: 139331
Lafayette, LA
Past

July 1, 2003 - November 29, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LAFAYETTE, LA
Past

July 1, 2003 - November 29, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LAFAYETTE, LA
Past

September 4, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
LAFAYETTE, LA
Past

August 24, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 4, 2000 - August 24, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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
Louisiana
(7/15/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CW
CHF WEALTH MANAGEMENT, LLC
CHF WEALTH MANAGEMENT, LLC

CRD#: 139331 / SEC#:

Louisiana
Registered Investment Advisory firm - (2/1/2006 Approved)
Texas
Registered Investment Advisory firm - (2/5/2014 Conditional Restricted)
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Contact information


Main Address
201 Rue Iberville, Suite 710, Lafayette, LA 70508
Mailing Address
Phone number
(337) 232-6170
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Red Flags


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Company Information


CHF WEALTH MANAGEMENT, LLC

CRD#: 139331Lafayette, LA 70508

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