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Joshua S Melda

Joshua S. Melda

CLEVELAND RETIREMENT PLANNING LLC
Westlake, OH 44145
Some features on this profile are disabled
CRD#: 4150770
Joshua S Melda

Professional summary

Joshua S Melda, CFP®, who also goes by Josh Melda, is a registered financial advisor currently at CLEVELAND RETIREMENT PLANNING LLC located in Westlake, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joshua has worked at 8 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh Melda

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.
1) MELDA WEALTH ADVISORS, LLC. 20710 SARATOGA DRIVE FAIRVIEW PARK, OH CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: ENTITY USED TO PAY BUSINESS EXPENSES. START DATE: 06/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 2) JOSHUA MELDA 1991 CROCKER ROAD, SUITE 600 WESTLAKE, OH 44145 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SALES PERSON DUTIES: SELL AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, COMMISSION-BASED GROUP BENEFITS, DISABILITY INS, LONG-TERM CARE INS, TRADITIONAL LIFE INS, AND PREMIUM-FINANCING. START DATE: 09/01/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 3) SANDLER TRAINING 26600 DETROIT ROAD WESTLAKE, OH 44145 CATEGORY: INSTRUCTOR INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: TEACH CLASSES THAT PERTAIN TO SALES, LEADERSHIP, AND MANAGEMENT. START DATE: 07/01/2019 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 3.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua S Melda'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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

April 24, 2020 - Present

CLEVELAND RETIREMENT PLANNING LLC

Office #1: 1991 Crocker Road, Suite 600, Westlake, OH 44145
RIA
CRD#: 308911
Westlake, OH
Past

September 6, 2016 - April 21, 2020

OSAIC FA, INC.

RIA
CRD#: 3978
CLEVELAND, OH
Past

September 6, 2016 - April 21, 2020

OSAIC FA, INC.

BD
CRD#: 3978
CLEVELAND, OH
Past

June 1, 2012 - September 14, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
MAYFIELD HEIGHTS, OH
Past

June 1, 2012 - September 14, 2016

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MAYFIELD HEIGHTS, OH
Past

November 13, 2009 - June 1, 2012

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CLEVELAND, OH
Past

November 13, 2009 - June 1, 2012

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CLEVELAND, OH
Past

June 29, 2006 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
PARMA, OH
Past

June 29, 2006 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
PARMA, OH
Past

July 26, 2004 - December 31, 2005

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
CLEVELAND, OH
Past

July 23, 2004 - December 31, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

March 11, 2003 - July 2, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
WESTLAKE, OH
Past

March 10, 2003 - July 2, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 2, 2000 - March 12, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Ohio
(4/24/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/26/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/24/2012
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2000
General Securities Representative Examination

Current Firm

CR
CLEVELAND RETIREMENT PLANNING LLC
CLEVELAND RETIREMENT PLANNING LLC | TRUSTPOINT LLC

CRD#: 308911 / SEC#:

Ohio
Registered Investment Advisory firm - (4/24/2020 Approved)
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Contact information

Main Address
1991 Crocker Road, Suite 600, Westlake, OH 44145
Mailing Address
Phone number
(216) 801-4874
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts132
AUM (Assets Under Management)$ 39,000,876

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

CLEVELAND RETIREMENT PLANNING LLC

CRD#: 308911Westlake, OH 44145

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