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MS

Melissa Marie Stover

MARSHBERRY CAPITAL, LLC.
WOODMERE, OH
·CRD# 6155694·13 years experience

Professional Summary

Melissa Marie Stover, who also goes by Melissa Stover, is a registered financial advisor currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio. Melissa is registered as a RR (Registered Representative) and started their career in finance in 2013. Melissa has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 14, Series 4 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Melissa Stover

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

MARSHBERRY CAPITAL, LLC.·CRD# 157384
BD
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
June 4, 2019 - Present
MARSHBERRY WEALTH MANAGEMENT LLC·CRD# 292829
RIA
Woodmere, OH
June 7, 2019 - May 17, 2021
VALMARK ADVISERS, INC.·CRD# 108050
RIA
Akron, OH
April 21, 2015 - May 24, 2019
VALMARK SECURITIES, INC.·CRD# 31243
BD
Akron, OH
April 21, 2015 - May 24, 2019
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Cleveland, OH
January 1, 2014 - April 10, 2015
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Cleveland, OH
September 24, 2013 - April 10, 2015

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Current Firm

MC
MARSHBERRY CAPITAL, LLC.

MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.

CRD#: 157384 / SEC#: 8-68848
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122

Mailing Address

28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122

Phone Number

(440) 354-3230

Established

Ohio since 11/24/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (45 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MARSH, BERRY & COMPANY, LLCPARENT—
HENDERSON, STUART ROBERTFINOP1121476
METZ, MICHAEL JAMESCFO & PRINCIPAL OPERATIONS OFFICER6367067
STOVER, MELISSA MARIECHIEF COMPLIANCE OFFICER6155694
WEPLER, JOHN MARTINCEO5914183

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(4/2/2021)
RR
Ohio
(6/4/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 4 — Registered Options Principal Examination

Passed Dec 2014About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Sep 2014About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Melissa Marie Stover's CRS (Customer Relationship Summary).

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MS
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