AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Melissa C. Brean

HUB INTERNATIONAL INVESTMENT SERVICES
AUSTIN, TX 78746
CRD#: 6089714
Some features on this profile are disabled
MB
Melissa Carol BreanHUB INTERNATIONAL INVESTMENT SERVICES

Professional summary

Melissa Carol Brean is a registered financial professional currently at HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Austin, Texas.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2016. Melissa has worked at 2 firms and has passed the SIE and Series 6 exams.

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) - BD

Click below to view Melissa Carol Brean'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

October 14, 2015 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 900 S Capital Of Tx Highway Suite 350, Austin, TX 78746
BD
CRD#: 150252
AUSTIN, TX
Past

February 3, 2016 - April 3, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/14/2015
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HI
HUB INTERNATIONAL INVESTMENT SERVICES INC.
HUB INTERNATIONAL INVESTMENT SERVICES INC. | HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

CRD#: 150252 / SEC#: , 8-68237

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...

Contact information

Main Address
900 S Capital Of Tx Highway Suite B60, San Rafael, CA 94903
Mailing Address
900 S Capital Of Tx Highway, Austin, TX 78746
Phone number
(914) 343-6705
Established
Delaware since 12/12/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
0

FINRA licenses (2 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
RPW HOLDINGS, LLCSOLE OWNER
CHURBA, JEFFREY ALANINTERIM PRESIDENT2322410
LEE, MARIANE ASHLEYCCO4532268
VALLOW, RONALD EFINOP, POO, PFO4948582

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

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252Austin, TX 78746

TRUST BUT VERIFY

Monitor Melissa Brean

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
AUSTIN, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
AUSTIN, TX
JR
James RushingAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
AUSTIN, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.