Melissa M. Estrada

FIDELA WEALTH

Calabasas, CA 91302

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CRD#: 6137506

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.

1) MELISSA M. ESTRADA; INVESTMENT RELATED; 41500 PARK GRANADA, #202, CALABASAS, CA 91302; INSURANCE PRODUCTION; INDEPENDENT INSURANCE PRODUCER; 06/2013; APPROX. 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) THE GOOD DAYS MUSIC STUDIOS; NON-INVESTMENT RELATED; 1761 NW 21 TER, MIAMI, FL 33145; MUSIC STUDIO; MINORITY MEMBER; 08/2021; APPROX. 30 MINUTES PER MONTH DURING NON-TRADING HOURS; MINORITY MEMBER WITH NO MANAGEMENT OR BUSINESS RESPONSIBILITY. 3) AVALAN, LLC; INVESTMENT RELATED; 233 EAST CARILLO ST., SUITE B, SANTA BARBARA, CA 93101; INVESTMENT ADVISOR; INVESTMENT ADVISOR REPRESENTATIVE; 08/2019; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE.

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

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)

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: 1/17/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/3/2013

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 46,879,469

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.

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Melissa M. Estrada

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa M Estrada's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELA WEALTH

AVALAN, LLC

COMPOSITION WEALTH, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2013

SIE

Date: 1/9/2018

Series 7

Date: 1/3/2013

Current Firm

FIDELA WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDELA WEALTH

TRUST BUT VERIFY

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