MG
Melissa D. Grass
FREEDOM FINANCIAL ADVISORS
South Charleston, WV 25309
CRD#: 4501955
MG
Professional summary
Melissa Dawn Grass, who also goes by Melissa Dawn Robinette, Melissa Dawn Swecker, is a registered financial advisor currently at FREEDOM FINANCIAL ADVISORS, LLC located in South Charleston, West Virginia.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Melissa has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Dawn Robinette | Melissa Dawn Swecker
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.
Freedom Financial Advisors- Investment Related- CEO- IAR- We provide investment advice. Business started in 6/2022. I devote approximately 30 hours per month to this business. Freedom Financial Insurance Group - Non Investment Related- CEO- we provide insurance and savings information. Business started in 11/2016- I devote approximately 50 hours per month to this business. Freedom Federal Educators- Non Investment Related - We provide federal benefits education services. I am the sole owner and CEO. The business started in 02/2019. I devote approximately 20 hours per month to this business. 15 hours per month would be during securities trading hours. My primary duty is to create and present educational content to be presented via an educational webinar, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Dawn Grass'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, 2022 - Present
FREEDOM FINANCIAL ADVISORS, LLC
Office #1: 1211 Jefferson Rd., South Charleston, WV 25309RIA
CRD#: 321101
South Charleston, WV
Past
August 26, 2022 - December 31, 2022
PATRIOT FINANCIAL CONSULTING
RIA
CRD#: 155933
SOUTH CHARELSTON, WV
Past
January 13, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
HURRICANE, WV
Past
January 13, 2005 - November 10, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SAN ANTONIO, TX
Past
March 31, 2003 - January 28, 2005
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
January 7, 2003 - March 14, 2003
NYLIFE SECURITIES LLC
BD
CRD#: 5167
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
West Virginia(6/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FF
FREEDOM FINANCIAL ADVISORS, LLC
FREEDOM FINANCIAL ADVISORS, LLC
CRD#: 321101 / SEC#:
West Virginia
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Contact information
Main Address
1211 Jefferson Rd., South Charleston, WV 25309
Mailing Address
Phone number
(833) 327-9997
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 13,000,000 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| West Virginia | ERA - Withdrawn | 4/18/2022 |
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
FREEDOM FINANCIAL ADVISORS, LLC
CRD#: 321101South Charleston, WV 25309TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
