MV
Melissa A. Vander Voord
ALLEGIANT FINANCIAL ADVISORS
MIAMI BEACH, FL 33139
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CRD#: 5819790
MV
Professional summary
Melissa Anne Vander Voord, who also goes by Melissa Anne Leyva, is a registered financial advisor currently at ALLEGIANT FINANCIAL ADVISORS, LLC located in Miami Beach, Florida.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Melissa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Anne Leyva
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.
LAW OFFICES OF AARON RESNICK, P.A., 100 N. BISCAYNE BLVD. STE 1607, MIAMI, FL, NON-INVESTMENT RELATED, 10/2012, BOOKKEEPER, LAW FIRM, 50% OF TIME DEVOTED.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Anne Vander Voord'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®
NoneExperience
Current
July 8, 2014 - Present
ALLEGIANT FINANCIAL ADVISORS, LLC
Office #1: 1000 5th Street Suite 200, Miami Beach, FL 33139RIA
CRD#: 141047
MIAMI BEACH, FL
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(7/8/2014)
IAR
Maryland(10/3/2014)
Current Firm
AF
ALLEGIANT FINANCIAL ADVISORS, LLC
ALLEGIANT ASSET MANAGEMENT L.L.C. | KOLLAR FINANCIAL STRATEGIES, LLC | FADE CAPITAL ADVISORS | ALLEGIANT FINANCIAL ADVISORS, LLC | ALLEGIANT ASSET MANGEMENT L.L.C. | ALLEGIANT ASSET MANAGEMENT, LLC | ALLEGIANT ASSET MANAGEMENT, L.L.C.
CRD#: 141047 / SEC#:
Alabama
Registered Investment Advisory firm - (11/12/2010 Terminated)Arizona
Registered Investment Advisory firm - (11/12/2010 Terminated)California
Registered Investment Advisory firm - (1/17/2015 Terminated)Colorado
Registered Investment Advisory firm - (12/7/2010 Terminated)Connecticut
Registered Investment Advisory firm - (12/31/2009 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2009 Terminated)District of Columbia
Registered Investment Advisory firm - (11/12/2010 Terminated)Florida
Registered Investment Advisory firm - (3/2/2007 Approved)Georgia
Registered Investment Advisory firm - (11/15/2010 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/11/2007 Approved)Massachusetts
Registered Investment Advisory firm - (12/22/2009 Terminated)Missouri
Registered Investment Advisory firm - (11/12/2010 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2009 Terminated)New Hampshire
Registered Investment Advisory firm - (11/12/2010 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2009 Terminated)New York
Registered Investment Advisory firm - (11/12/2010 Terminated)North Carolina
Registered Investment Advisory firm - (11/12/2010 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2010 Terminated)Oklahoma
Registered Investment Advisory firm - (12/31/2009 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/15/2010 Terminated)South Carolina
Registered Investment Advisory firm - (11/12/2010 Terminated)Utah
Registered Investment Advisory firm - (12/23/2009 Terminated)Virginia
Registered Investment Advisory firm - (11/16/2010 Terminated)Washington
Registered Investment Advisory firm - (12/31/2009 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 5th Street Suite 200, Miami Beach, FL 33139
Mailing Address
Phone number
+1 (866) 672-1222
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 10,675,995 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLEGIANT FINANCIAL ADVISORS, LLC
CRD#: 141047Miami Beach, FL 33139TRUST BUT VERIFY
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