Melanie N. Meyer

EXCHANGE STREET CAPITAL

SPRING LAKE, MI 49456

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CRD#: 4368116

Professional summary

Melanie Nicole Meyer, who also goes by Melanie Nicole Bentley, is a registered financial advisor currently at EXCHANGE STREET CAPITAL located in Spring Lake, Michigan.

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Melanie has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melanie Nicole Bentley

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 Nicole Meyer'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

January 9, 2025 - Present

EXCHANGE STREET CAPITAL

Office #1: 102 E. Exchange Street, Spring Lake, MI 49456

RIA

CRD#: 333360

SPRING LAKE, MI

Past

April 3, 2014 - January 9, 2025

BRAEBURN WEALTH MANAGEMENT, LLC

RIA

CRD#: 158007

MUSKEGON, MI

Past

February 26, 2010 - August 24, 2011

OSAIC WEALTH, INC.

CRD#: 23131

MUSKEGON, MI

Past

October 18, 2007 - February 26, 2010

TRIAD ADVISORS LLC

CRD#: 25803

GRAND RAPIDS, MI

Past

June 1, 2001 - December 20, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

Michigan
(1/9/2025)

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: 3/28/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/13/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/31/2001

General Securities Representative Examination

Current Firm

EXCHANGE STREET CAPITAL

EXCHANGE STREET CAPITAL | EXCHANGE STREET CAPITAL LLC

CRD#: 333360 / SEC#:

Michigan

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

102 E. Exchange Street, Spring Lake, MI 49456

Mailing Address

Phone number

(616) 223-4616

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Melanie N. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Nicole Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXCHANGE STREET CAPITAL

BRAEBURN WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2014

Series 66

Date: 6/13/2001

Series 7

Date: 5/31/2001

Current Firm

EXCHANGE STREET CAPITAL

Contact information

Documents

Red Flags

Company Information

EXCHANGE STREET CAPITAL

TRUST BUT VERIFY

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