MB
Melissa S. Brown
ONESEVEN
Helena, AL
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CRD#: 4385176
MB
Melissa Susan BrownONESEVEN
Professional summary
Melissa Susan Brown is a registered financial advisor currently at ONESEVEN located in Helena, Alabama.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Melissa has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Always Fiduciary
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.
Busi Name: KELLEY & MULLIS WEALTH MANAGEMENT, INC. POSITION: Registered Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/21/2023 ADDRESS: 2008 STONEGATE TRL, STE 112, VESTAVIA HLS AL 35242-2267 DESCRIPTION: Operations Busi Name: KESTRA ADVISORY SERVICES POSITION: iAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/21/2023 ADDRESS: 5707 Southwest POkwy, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Susan Brown'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®
NoneExperience
Current
June 22, 2026 - Present
ONESEVEN
RIA
CRD#: 283087
Helena, AL
Past
September 21, 2023 - September 23, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Vestavia Hills, AL
Past
September 21, 2023 - September 23, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
November 15, 2012 - October 11, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
VESTAVIA HLS, AL
Past
November 15, 2012 - October 11, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
VESTAVIA HILLS, AL
Past
May 11, 2005 - December 6, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
VESTAVIA HILLS, AL
Past
May 11, 2005 - December 6, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
VESTAVIA HILLS, AL
Past
January 28, 2004 - May 19, 2005
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
RIA
CRD#: 111757
PELHAM, AL
Past
October 1, 2003 - May 13, 2005
AMSOUTH INVESTMENT SERVICES, INC.
BD
CRD#: 15692
BIRMINGHAM, AL
Past
June 11, 2003 - October 10, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
May 2, 2003 - June 9, 2003
FRANK CHAPPELLE & CO., INC.
BD
CRD#: 327
BIRMINGHAM, AL
Past
July 19, 2002 - May 1, 2003
BBVA COMPASS INVESTMENT SOLUTIONS, INC
RIA
CRD#: 17086
BIRMINGHAM, AL
Past
May 7, 2001 - May 1, 2003
BBVA COMPASS INVESTMENT SOLUTIONS, INC
BD
CRD#: 17086
BIRMINGHAM, AL
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".
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE HAMILTON GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONPOINT WEALTH PARTNERS | ONESEVEN / WE ARE ONE SEVEN | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO, INC. | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP | MARTZ FINANCIAL | MANAGED WEALTH SOLUTIONS | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LIFE TRANSITIONS PLANNING | LEGACY WEALTH GROUP | LEGACY ADVISORS | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS GROUP | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP | HEMLOCK WEALTH MANAGEMENT | GILTNER & ASSOCIATES | FULSHEAR WEALTH | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS | DWT WEALTH | CREATED WEALTH | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | BEACON WAY WEALTH MANAGEMENT | ALTA VERA GLOBAL CAPITAL ADVISORS
CRD#: 283087 / SEC#: 801-107829
RIA
Registered Investment Advisory firm - (5/16/2016 Approved)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
Alabama(6/22/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 5/5/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
Current Firm
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE HAMILTON GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONPOINT WEALTH PARTNERS | ONESEVEN / WE ARE ONE SEVEN | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO, INC. | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP | MARTZ FINANCIAL | MANAGED WEALTH SOLUTIONS | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LIFE TRANSITIONS PLANNING | LEGACY WEALTH GROUP | LEGACY ADVISORS | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS GROUP | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP | HEMLOCK WEALTH MANAGEMENT | GILTNER & ASSOCIATES | FULSHEAR WEALTH | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS | DWT WEALTH | CREATED WEALTH | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | BEACON WAY WEALTH MANAGEMENT | ALTA VERA GLOBAL CAPITAL ADVISORS
CRD#: 283087 / SEC#: 801-107829
RIA
Registered Investment Advisory firm - (5/16/2016 Approved)Loading...
Contact information
Main Address
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122
Mailing Address
Phone number
(216) 865-1700
Established
Firm type
Fiscal year end
# of Employees
264
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,700 |
| AUM (Assets Under Management) | $ 7,717,771,462 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2024 |
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.
