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Timothy Joseph Melia

Timothy J. Melia

EMBOLDENFP
Seattle, WA
Some features on this profile are disabled
CRD#: 5269590
Timothy Joseph Melia

Professional summary

Timothy Joseph Melia, CFP®, who also goes by Tim Melia, is a registered financial advisor currently at EMBOLDENFP located in Seattle, Washington.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Timothy has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim Melia

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.
Business Names (Start Dates): Harrileine LLC (7/10/2018), Harrileine II LLC (3/8/2021), Harrileine III LLC (3/8/2021), Harrileine IV LLC (5/24/2021), Harrileine V LLC (4/6/2022) Investment Related: Yes (Same For All Businesses) Address: 7001 Seaview Ave NW, Suite 160-617, Seattle WA 98117 (Same For All Businesses) Nature of Business: Real Estate (Same For All Businesses) Position:Managing Member (Same For All Businesses) Title: Managing Member (Same For All Businesses) Hours Per Month: 0.1 Hours (Same For All Businesses) Hours During Securities Trading: 0 Hours (Same For All Businesses) Duties: Management (Same For All Businesses)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Melia'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®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

January 20, 2023 - Present

EMBOLDENFP

RIA
CRD#: 323352
Seattle, WA
Past

August 19, 2008 - January 16, 2018

LNW

RIA
CRD#: 113400
SEATTLE, WA
Past

September 13, 2007 - June 5, 2008

RAMSEY & ASSOCIATES INC

RIA
CRD#: 109475
SEATTLE, WA

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
California
(12/6/2024)
IAR
Oregon
(9/25/2024)
IAR
Texas
(9/27/2023)
IAR
Washington
(1/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/12/2007
Uniform Investment Adviser Law Examination

Current Firm

EM
EMBOLDENFP
EMBOLDEN FINANCIAL PLANNING | EMBOLDENFP | EMBOLDEN FP | EMBOLDEN FINANCIAL PLANNING LLC

CRD#: 323352 / SEC#:

California
Registered Investment Advisory firm - (12/6/2024 Approved)
Oregon
Registered Investment Advisory firm - (9/25/2024 Approved)
Texas
Registered Investment Advisory firm - (9/19/2023 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/20/2023 Approved)
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Contact information

Main Address
Seattle, WA
Mailing Address
7001 Seaview Ave Nw, Suite 160-617, Seattle, WA 98117
Phone number
(206) 928-6253
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

EMBOLDENFP

CRD#: 323352Seattle, WA

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