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Gregory W. Melendez

NETWORK 1 FINANCIAL ADVISORS
Red Bank, NJ 07701
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CRD#: 4920698
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Professional summary


Gregory William Melendez, who also goes by Greg William Melendez, is a registered financial advisor currently at NETWORK 1 FINANCIAL ADVISORS INC. located in Red Bank, New Jersey and NETWORK 1 FINANCIAL SECURITIES INC. located in Hauppauge, New York.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Gregory has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Greg William Melendez

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.
GW MELENDEZ, PRESIDENT, START 6/08, DUTIES: FOR TAX & ORGANIZATIONAL PURPOSES AS WELL AS REAL ESTATE RENTAL PROPERTIES, LESS THAN 1 HOUR PER MONTH DURING NON SECURITIES TRADING HOURS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory William Melendez'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

January 4, 2023 - Present

NETWORK 1 FINANCIAL ADVISORS INC.

Office #1: 2 Bridge Ave Suite 241, Red Bank, NJ 07701
RIA
CRD#: 121239
Red Bank, NJ
Current

November 30, 2022 - Present

NETWORK 1 FINANCIAL SECURITIES INC.

Office #1: 1600 Expressway Drive South Suite 200, Hauppauge, NY 11788
BD
CRD#: 13577
Hauppauge, NY
Past

February 12, 2020 - December 13, 2022

LAIDLAW WEALTH MANAGEMENT LLC

RIA
CRD#: 150040
NEW YORK, NY
Past

August 25, 2014 - December 13, 2022

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
MELVILLE, NY
Past

October 19, 2009 - September 11, 2014

IAA FINANCIAL LLC

BD
CRD#: 6578
MELVILLE, NY
Past

December 14, 2005 - October 2, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
BOCA RATON, FL
Past

September 19, 2005 - January 12, 2006

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/12/2024)
RR
Arizona
(1/26/2023)
RR
California
(1/3/2023)
RR
Colorado
(3/13/2025)
RR
Connecticut
(1/9/2023)
RR
Florida
(1/4/2023)
RR
Georgia
(1/6/2023)
RR
Idaho
(1/6/2023)
RR
Indiana
(1/16/2023)
RR
Iowa
(1/5/2023)
RR
Kansas
(1/3/2023)
RR
Louisiana
(1/6/2023)
RR
Maryland
(1/3/2023)
RR
Michigan
(1/10/2023)
RR
Minnesota
(1/5/2023)
RR
Montana
(2/9/2024)
RR
Nebraska
(1/25/2023)
RR
Nevada
(5/1/2023)
RR
New Jersey
(1/3/2023)
IAR
New Jersey
(1/4/2023)
RR
New York
(12/1/2022)
RR
North Carolina
(1/6/2023)
RR
North Dakota
(3/4/2024)
RR
Ohio
(1/5/2023)
RR
Oklahoma
(1/17/2023)
RR
Oregon
(1/4/2023)
RR
Pennsylvania
(1/5/2023)
RR
South Carolina
(4/13/2023)
RR
South Dakota
(1/3/2023)
RR
Texas
(1/18/2023)
RR
Utah
(1/18/2023)
RR
Virginia
(1/13/2024)
RR
Washington
(1/4/2023)
RR
West Virginia
(1/9/2023)
RR
Wisconsin
(1/12/2024)
RR
Wyoming
(1/9/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2020
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


N1
NETWORK 1 FINANCIAL ADVISORS INC.
NETWORK 1 FINANCIAL ADVISORS INC.

CRD#: 121239 / SEC#:

Colorado
Registered Investment Advisory firm - (4/18/2016 Terminated)
Connecticut
Registered Investment Advisory firm - (9/29/2003 Approved)
Florida
Registered Investment Advisory firm - (5/30/2003 Approved)
Georgia
Registered Investment Advisory firm - (1/8/2003 Approved)
Louisiana
Registered Investment Advisory firm - (8/26/2024 Approved)
New Jersey
Registered Investment Advisory firm - (11/10/1998 Approved)
New York
Registered Investment Advisory firm - (6/16/2003 Approved)
North Carolina
Registered Investment Advisory firm - (9/15/2015 Approved)
Oregon
Registered Investment Advisory firm - (11/9/2004 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/11/2003 Approved)
Texas
Registered Investment Advisory firm - (8/31/2016 Approved)
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Contact information


Main Address
2 Bridge Ave Suite 241, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 758-9001
Established
Firm type
Fiscal year end
# of Employees
2,411

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 40,940,154

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


NETWORK 1 FINANCIAL ADVISORS INC.

CRD#: 121239Red Bank, NJ 07701

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