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RM

Roman Melikov

MELIKOVA ADVISORY SERVICES
Las Vegas, NV 89120-4397
Some features on this profile are disabled
CRD#: 5903744
RM

Professional summary

Roman Melikov is a registered financial advisor currently at MELIKOVA ADVISORY SERVICES, LLC located in Las Vegas, Nevada.

Roman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Roman has worked at 1 firm and has passed the Series 65 and Series 63 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roman Melikov'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®
None

Experience

Current

September 21, 2011 - Present

MELIKOVA ADVISORY SERVICES, LLC

Office #1: 2300 W. Sahara Ave. Ste. 800, Las Vegas, NV 89120-4397
RIA
CRD#: 157104
Las Vegas, NV

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
California
(9/21/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/7/2010
Uniform Securities Agent State Law Examination

Current Firm

MA
MELIKOVA ADVISORY SERVICES, LLC
MELIKOVA | MELIKOVA ADVISORY SERVICES, LLC

CRD#: 157104 / SEC#:

California
Registered Investment Advisory firm - (9/21/2011 Approved)
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Contact information

Main Address
7726 Winegard Rd. 2nd Floor, Orlando, FL, 32809-7147
Mailing Address
Phone number
(831) 600-6369
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 14,000

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

MELIKOVA ADVISORY SERVICES, LLC

CRD#: 157104Las Vegas, NV 89120-4397

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