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Melissa Ellen Walsh

Melissa E. Walsh

CLARITY FINANCIAL DESIGN
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 5546872
Melissa Ellen Walsh

Professional summary

Melissa Ellen Walsh, AIF®, CFP®, who also goes by Melissa Ellen Bradley, is a registered financial advisor currently at CLARITY FINANCIAL DESIGN located in Winter Park, Florida.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Melissa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way. I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes

Aliases

Melissa Ellen Bradley

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 name of the other business: MELISSA WALSH whether the business is investment-related: YES the address of the other business: 2330 Palm Terrace Sarasota FL 34231 the nature of the other business: Consulting for fintech and family office firms your position: independent consultant title, or relationship with the other business: consultant the start date of your relationship: 08/2021 the approximate number of hours/month you devote to the other business: approximately 10 hours/month the number of hours you devote to the other business during securities trading hours: <4 and briefly describe your duties relating to the other business: advising on financial planning tool development, working on analyst reviews of securities-related research and calls.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ellen Walsh'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

September 23, 2021 - Present

CLARITY FINANCIAL DESIGN

Office #1: 941 West Morse Blvd. Suite 100, Winter Park, FL 32789Office #2: 205 N Orange Ave Suite 306, Sarasota, FL 34236
RIA
CRD#: 316258
Winter Park, FL
Past

October 12, 2020 - July 29, 2021

ALLEGIANT PRIVATE ADVISORS, LLC

RIA
CRD#: 309649
SARASOTA, FL
Past

January 18, 2018 - September 28, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Sarasota, FL
Past

May 27, 2014 - September 7, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
DEDHAM, MA
Past

May 21, 2014 - September 7, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
DEDHAM, MA
Past

January 4, 2013 - May 8, 2014

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

December 20, 2012 - May 8, 2014

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

February 1, 2011 - December 6, 2012

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WALTHAM, MA
Past

October 22, 2008 - December 6, 2012

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, 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
Florida
(9/23/2021)
IAR
Texas
(1/26/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/5/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/7/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/2008
General Securities Representative Examination

Current Firm

CLARITY FINANCIAL DESIGN
CLARITY FINANCIAL DESIGN
CLARITY FINANCIAL DESIGN | CLARITY FINANCIAL DESIGN LLC

CRD#: 316258 / SEC#:

Florida
Registered Investment Advisory firm - (9/23/2021 Approved)
Texas
Registered Investment Advisory firm - (1/14/2022 Conditional Restricted)
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Contact information

Main Address
205 N Orange Ave Suite 306, Sarasota, FL 34236
Mailing Address
Phone number
(407) 494-0593
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts106
AUM (Assets Under Management)$ 30,201,243

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

CLARITY FINANCIAL DESIGN

CLARITY FINANCIAL DESIGN

CRD#: 316258Winter Park, FL 32789

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Contact information

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