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Melissa M Estrada

Melissa M. Estrada

FIDELA WEALTH
Calabasas, CA 91302
Some features on this profile are disabled
CRD#: 6137506
Melissa M Estrada

Professional summary

Melissa M Estrada, CFP®, who also goes by Melissa Marie Estrada, is a registered financial advisor currently at FIDELA WEALTH located in Calabasas, California.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Melissa has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Marie Estrada

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 Melissa M Estrada'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

August 29, 2023 - Present

FIDELA WEALTH

Office #1: 4500 Park Granada #202, Calabasas, CA 91302
RIA
CRD#: 328060
Calabasas, CA
Past

August 5, 2019 - October 27, 2023

AVALAN, LLC

RIA
CRD#: 156109
SANTA BARBARA, CA
Past

January 10, 2018 - August 8, 2019

COMPOSITION WEALTH, LLC

RIA
CRD#: 143483
LOS ANGELES, CA
Past

March 19, 2013 - January 9, 2018

EDWARD JONES

RIA
CRD#: 250
SIMI VALLEY, CA
Past

January 4, 2013 - January 9, 2018

EDWARD JONES

BD
CRD#: 250
SIMI VALLEY, CA

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
(8/29/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/3/2013
General Securities Representative Examination

Current Firm

FW
FIDELA WEALTH
FIDELA WEALTH | FIDELA WEALTH LLC

CRD#: 328060 / SEC#:

California
Registered Investment Advisory firm - (8/29/2023 Approved)
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Contact information

Main Address
4500 Park Granada #202, Calabasas, CA 91302
Mailing Address
Phone number
(818) 743-7068
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts181
AUM (Assets Under Management)$ 54,165,024

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

FIDELA WEALTH

CRD#: 328060Calabasas, CA 91302

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