Melissa A. Fradenburg

ANTONELLI FINANCIAL ADVISORS

Grosse Pointe, MI 48230

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CRD#: 4389480

Professional summary

Melissa Alice Fradenburg, who also goes by Melissa Alice Brown, Melissa Alice Schiel, Melissa Schiel, is a registered financial advisor currently at ANTONELLI FINANCIAL ADVISORS, LLC located in Grosse Pointe, Michigan.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Melissa has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Alice Brown | Melissa Alice Schiel | Melissa Schiel

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 Melissa Alice Fradenburg'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

March 1, 2024 - Present

ANTONELLI FINANCIAL ADVISORS, LLC

Office #1: 16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230

RIA

CRD#: 286452

Grosse Pointe, MI

Past

October 1, 2021 - March 1, 2024

STEPHENS CONSULTING, LLC

RIA

CRD#: 308970

GROSSE POINTE FARMS, MI

Past

November 4, 2019 - October 19, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Grosse Pointe Farms, MI

Past

November 4, 2019 - October 19, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Grose Pointe Farms, MI

Past

November 19, 2018 - November 8, 2019

LAKESHORE FINANCIAL PLANNING INC.

RIA

CRD#: 299129

SAINT CLAIR SHORES, MI

Past

October 3, 2017 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SAINT CLAIRE SHORES, MI

Past

July 10, 2017 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. CLAIR SHORES, MI

Past

January 21, 2009 - April 28, 2009

LPL FINANCIAL LLC

CRD#: 6413

GROSSE POINTE WOODS, MI

Past

September 18, 2002 - December 15, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

July 5, 2001 - August 20, 2001

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

ANTONELLI FINANCIAL ADVISORS, LLC

CRD#: 286452 / SEC#: 801-129831

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/2/2024 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

Michigan
(3/1/2024)

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 66

Date: 9/18/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/17/2001

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: 7/10/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/3/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ANTONELLI FINANCIAL ADVISORS, LLC

CRD#: 286452 / SEC#: 801-129831

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/2/2024 Terminated)

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Contact information

Main Address

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230

Mailing Address

Phone number

(313) 290-2602

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS (3/25/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 193,000,052

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.

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Advisor Monitoring

Firm Stability Insights

Melissa A. Fradenburg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Alice Fradenburg's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEPHENS CONSULTING, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LAKESHORE FINANCIAL PLANNING INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ANTONELLI FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/18/2017

Series 63

Date: 7/17/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2017

Series 6

Date: 7/3/2001

Current Firm

ANTONELLI FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANTONELLI FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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