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Melanie Martinez Mcdonald

Melanie M. Mcdonald

PURSUIT WEALTH MANAGMENT LLC
Palm Beach Gardens, FL 33418
Some features on this profile are disabled
CRD#: 5442336
Melanie Martinez Mcdonald

Professional summary

Melanie Martinez Mcdonald, CFP®, who also goes by Melanie Martinez, is a registered financial advisor currently at PURSUIT WEALTH MANAGMENT LLC located in Palm Beach Gardens, Florida.

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Melanie has worked at 4 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melanie Martinez

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.
1) UNIVERSITY OF MIAMI - PALM BEACH COUNTY CANES; PRESIDENT; COORDINATE/ EXECUTE INITIATIVES FOR OUR LOCAL ALUMNI ASSOCIATION- PALM BEACH COUNTY CANES; 5% OF TIME SPENT 2) LIFE INSURANCE BUSINESS - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS; INSURANCE AGENT; CONSULTING CLIENTS ON INSURANCE COVERAGE; INVESTMENT RELATED BUSINESS; 5% OF TIME SPENT 3) PURSUIT CONSULTING, LLC - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS, FL; OWNER; NON-INVESTMENT RELATED:CONSULTING SERVICES; DUTIES INCLUDE RUNNING BUSINESS CONSULTING ANALYSIS FOR CORPORATE CLIENTS; DEVOTES APPROXIMATELY 1% OF TIME PER MONTH TO THESE DUTIES, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. 4) REAL ESTATE AGENT (SOLELY TO COLLECT REFERRAL FEES FOR BUSINESS TRANSACTIONS REFERRED TO BUSINESS BROKERS). APRIL 2021; NON-INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Martinez Mcdonald's CRS (Customer Relationship Summary).
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: 2016

Experience

Current

July 7, 2020 - Present

PURSUIT WEALTH MANAGMENT LLC

Office #1: 4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418
RIA
CRD#: 308969
Palm Beach Gardens, FL
Past

June 4, 2019 - June 22, 2020

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
Palm Beach Gardens, FL
Past

May 31, 2019 - June 22, 2020

KOVACK SECURITIES INC.

BD
CRD#: 44848
Palm Beach Gardens, FL
Past

March 13, 2009 - June 27, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PALM BEACH GARDENS, FL
Past

June 24, 2008 - June 27, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PALM BEACH GARDENS, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PURSUIT WEALTH MANAGMENT LLC
PURSUIT WEALTH MANAGEMENT | PURSUIT WEALTH MANAGMENT LLLP | PURSUIT WEALTH MANAGMENT LLC | PURSUIT WEALTH MANAGEMENT LLC

CRD#: 308969 / SEC#: 801-118856

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)

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
Florida
(7/7/2020)
IAR
Texas
(8/27/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/6/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/23/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/19/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/19/2024
General Securities Sales Supervisor - Options Module Examination

Current Firm

PW
PURSUIT WEALTH MANAGMENT LLC
PURSUIT WEALTH MANAGEMENT | PURSUIT WEALTH MANAGMENT LLLP | PURSUIT WEALTH MANAGMENT LLC | PURSUIT WEALTH MANAGEMENT LLC

CRD#: 308969 / SEC#: 801-118856

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)
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Contact information

Main Address
4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418
Mailing Address
Phone number
(561) 437-4770
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PURSUIT WEALTH FORM ADV PART 2A (3/6/2025)
PURSUIT WEALTH WRAP FEE BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts273
AUM (Assets Under Management)$ 186,324,124

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

PURSUIT WEALTH MANAGMENT LLC

CRD#: 308969Palm Beach Gardens, FL 33418

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