Melanie P. Crane
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Melanie P Crane, who also goes by Melanie Crane, Melanie Pugmire, was a registered financial professional .
Melanie is a previously registered financial professional and started their career in finance in 2004. Melanie had worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 17, 2017 - August 4, 2025
EPIC PRIVATE WEALTH
February 4, 2014 - July 30, 2015
MORGAN STANLEY
November 18, 2013 - July 30, 2015
MORGAN STANLEY
December 6, 2004 - January 13, 2010
WORLD GROUP SECURITIES, INC.
Primary Firm SEC Registration
EPIC PRIVATE WEALTH
CRD#: 281027 / SEC#: 801-120618
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EPIC PRIVATE WEALTH
CRD#: 281027 / SEC#: 801-120618
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 766 |
| AUM (Assets Under Management) | $ 248,417,491 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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