Melissa M. Montalvo

ATTICUS WEALTH MANAGEMENT | Financial Advisor

PALM BEACH GARDENS, FL 33410

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CRD#: 5854815

Professional summary

Melissa Marie Montalvo, CFP®, who also goes by Melissa Montalvo, is a registered financial advisor currently at ATTICUS WEALTH MANAGEMENT located in Palm Beach Gardens, Florida.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Melissa has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Tax Planning

Insurance Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Melissa Montalvo

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) Abundancia Wealth Corporation; Investment-related; Jupiter, FL 33477; Holding company for shares of AWM; President; Start Date: 08/15/2022; Hours per month devoted to this business: 81+; Hours per month devoted to this business during trading hours: 81+ ~ ~(2) Licensed Insurance Agent; Investment-related; Palm Beach Gardens, FL; Start Date: 01/2012; Approximately 5 hours/month devoted to this activity with all hours during securities trading hours. ~

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Marie Montalvo'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: 2017

Experience

Current

July 9, 2025 - Present

ATTICUS WEALTH MANAGEMENT

Office #1: 11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410

RIA

CRD#: 296949

PALM BEACH GARDENS, FL

Past

January 24, 2019 - June 16, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Palm Beach Gardens, FL

Past

January 18, 2019 - June 16, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PALM BEACH GARDENS, FL

Past

July 13, 2018 - January 31, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

December 6, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WAYNE, NJ

Past

November 15, 2010 - January 31, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WAYNE, NJ

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".

ATTICUS WEALTH MANAGEMENT

ATTICUS WEALTH MANAGEMENT | ATTICUS WEALTH MANAGEMENT, LLC

CRD#: 296949 / SEC#: 801-113424

RIA

Registered Investment Advisory firm - (6/21/2018 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
(7/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/26/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/14/2010

General Securities Representative Examination

Current Firm

ATTICUS WEALTH MANAGEMENT

ATTICUS WEALTH MANAGEMENT | ATTICUS WEALTH MANAGEMENT, LLC

CRD#: 296949 / SEC#: 801-113424

RIA

Registered Investment Advisory firm - (6/21/2018 Approved)

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Contact information

Main Address

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 425-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATTICUS WEALTH MANAGEMENT PART 2A (7/2/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 447,497,119

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/26/2022	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Melissa M. Montalvo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Marie Montalvo's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ATTICUS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/14/2010

Current Firm

ATTICUS WEALTH MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATTICUS WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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