Kimberly R. Melo

TERRAFIRMA WEALTH PARTNERS

WALNUT CREEK, CA 94597

Some features on this profile are disabled

CRD#: 4212422

Professional summary

Kimberly Razon Melo is a registered financial advisor currently at TERRAFIRMA WEALTH PARTNERS located in Walnut Creek, California.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kimberly has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kimberly Razon Melo'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

December 2, 2025 - Present

TERRAFIRMA WEALTH PARTNERS

Office #1: 1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597

RIA

CRD#: 331568

WALNUT CREEK, CA

Past

April 22, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

WALNUT CREEK, CA

Past

May 17, 2010 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

WALNUT CREEK, CA

Past

July 24, 2008 - May 6, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

DEERFIELD, IL

Past

June 15, 2007 - May 7, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

CHICAGO, IL

Past

June 2, 2006 - June 19, 2007

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

CHICAGO, IL

Past

April 20, 2005 - April 18, 2006

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

January 10, 2005 - April 11, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

December 10, 2004 - April 11, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 6, 2000 - August 15, 2001

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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".

TERRAFIRMA WEALTH PARTNERS

TERRAFIRMA WEALTH PARTNERS | TERRAFIRMA WEALTH PARTNERS LLC

CRD#: 331568 / SEC#: 801-134751

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

Arizona

Registered Investment Advisory firm - (11/19/2025 Terminated)

California

Registered Investment Advisory firm - (12/19/2025 Terminated)

Washington

Registered Investment Advisory firm - (12/19/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(12/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2004

General Securities Representative Examination

Current Firm

TERRAFIRMA WEALTH PARTNERS

TERRAFIRMA WEALTH PARTNERS | TERRAFIRMA WEALTH PARTNERS LLC

CRD#: 331568 / SEC#: 801-134751

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

Arizona

Registered Investment Advisory firm - (11/19/2025 Terminated)

California

Registered Investment Advisory firm - (12/19/2025 Terminated)

Washington

Registered Investment Advisory firm - (12/19/2025 Terminated)

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

1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597

Mailing Address

Phone number

(925) 587-8882

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRAFIRMA WEALTH PARTNERS LLC DISCLOSURE BROCHURE (12/9/2025)

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 108,627,213

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.

Similar Advisors

John Israel

STRATEGIC ADVISERS LLC

IAR

SAN RAMON, CA

Jason Cooke

EDELMAN FINANCIAL ENGINES

IAR

DANVILLE, CA

Daniel Torres

EAGLE STRATEGIES LLC

IAR

BRENTWOOD, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kimberly R. Melo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Razon Melo's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREONE INVESTMENT SERVICES, LLC

SANDERS MORRIS LLC

CITIGROUP GLOBAL MARKETS INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

WILLIAM BLAIR

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

TD AMERITRADE, INC.

Primary Firm SEC Registration

TERRAFIRMA WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2025

Series 63

Date: 12/22/2004

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2004

Current Firm

TERRAFIRMA WEALTH PARTNERS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRAFIRMA WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors