Lawrence R. Melcer
Professional summary
Lawrence R Melcer, who also goes by Lawrence Richard Melcer, Lawrence R Meller, Lawrence Richard Meller, is a registered financial advisor currently at EIN SOF ADVISORS, LLC located in Boca Raton, Florida.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lawrence has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence R Melcer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2024 - Present
EIN SOF ADVISORS, LLC
Office #1: 499 E Palmetto Park Rd Ste 229, Boca Raton, FL 33432July 14, 2021 - December 31, 2024
EIN SOF ADVISORS, LLC
July 20, 2020 - July 21, 2021
A.G.P. / ALLIANCE GLOBAL PARTNERS
July 1, 2020 - July 21, 2021
A.G.P. / ALLIANCE GLOBAL PARTNERS
February 15, 2019 - July 13, 2020
STOEVER GLASS WEALTH MANAGEMENT, INC.
February 11, 2019 - July 13, 2020
STOEVER, GLASS & COMPANY INC.
July 21, 2016 - March 11, 2019
SHEARSON FINANCIAL SERVICES, LLC
July 10, 2015 - March 11, 2019
SHEARSON FINANCIAL SERVICES, LLC
October 21, 2011 - January 8, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 20, 2011 - January 8, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 20, 2010 - December 10, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/24/2024)
Exams
Current Firm
EIN SOF ADVISORS, LLC
CRD#: 314982 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 27,122,065 |
Red Flags
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