RM
Richard H. Mellor
MELLOR & ASSOCIATES LLC
Bellevue, WA 98006
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CRD#: 5921012
RM
Professional summary
Richard Harris Mellor is a registered financial advisor currently at MELLOR & ASSOCIATES LLC located in Bellevue, Washington.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Richard has worked at 1 firm and has passed the Series 65 exam.
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.
RHM HANDYMAN SERVICES; -NON-INVESTMENT
REPAIR AND HANDYMAN WORK. OWNER SOLE-PROPRIETOR. WORK UP TO 5 -10 HRS WEEKENDS, INVOLVED APPORX 6 YEARS
UNITED PARCEL SERVICE PART TIME EVENING
SHIFT MGR.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Harris Mellor'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
January 2, 2013 - Present
MELLOR & ASSOCIATES LLC
Office #1: 14205 Se 36th St Suite 100, Bellevue, WA 98006RIA
CRD#: 117233
Bellevue, WA
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
Idaho(9/25/2024)
IAR
Washington(1/2/2013)
Current Firm
M&
MELLOR & ASSOCIATES LLC
JOEL R MELLOR & ASSOCIATES LLC | MELLOR, JOEL R. | MELLOR WEALTH MANAGEMENT | MELLOR FINANCIAL SOLUTIONS | MELLOR FINANCIAL | MELLOR ADVISORS | MELLOR ADVISERS | MELLOR & ASSOCIATES LLC | MELLOR & ASSOCIATES | JOEL R. MELLOR RIA
CRD#: 117233 / SEC#:
Idaho
Registered Investment Advisory firm - (9/19/2024 Approved)Washington
Registered Investment Advisory firm - (12/3/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14205 Se 36th St Suite 100, Bellevue, WA 98006
Mailing Address
Phone number
(425) 827-2527
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 107 |
| AUM (Assets Under Management) | $ 22,000,000 |
Red Flags
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