Melissa C. Sweet

SWEETMONEY

Greenfield, MA

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CRD#: 4850615

Professional summary

Melissa C. Sweet is a registered financial advisor currently at SWEETMONEY located in Greenfield, Massachusetts.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Melissa has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa C. Sweet'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

February 13, 2015 - Present

SWEETMONEY

RIA

CRD#: 174075

Greenfield, MA

Past

June 30, 2002 - December 31, 2015

MONEY SENSE

RIA

CRD#: 131882

NEWBURYPORT, MA

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

Massachusetts
(2/13/2015)

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: 5/3/2002

Uniform Investment Adviser Law Examination

Current Firm

SWEETMONEY

SWEET, MELISSA C. | SWEETMONEY

CRD#: 174075 / SEC#:

Massachusetts

Registered Investment Advisory firm - (2/13/2015 Approved)

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Contact information

Main Address

Greenfield, MA

Mailing Address

P O Box 155, Bernardston, MA 01337

Phone number

(978) 463-8979

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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Melissa C. Sweet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa C. Sweet's CRS (Customer Relationship Summary).

Certified licenses

Experience

SWEETMONEY

MONEY SENSE

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2002

Current Firm

SWEETMONEY

Contact information

Documents

Red Flags

Company Information

SWEETMONEY

TRUST BUT VERIFY

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