Melanie G. Brophy

NEXT PLAY FINANCIAL

Ashburn, VA

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CRD#: 6173357

Professional summary

Melanie Gayle Brophy, CFP®, who also goes by Melanie Brophy, is a registered financial advisor currently at NEXT PLAY FINANCIAL located in Ashburn, Virginia.

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Melanie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Tax Planning

Social Security Planning

Retirement Income Management

Retirement Planning

Education Planning

Life Transitions

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

College/Education Planning

Generation X

Hourly

Investment Advice without Ongo...

Novice Investors

Professional Athletes or Enter...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Melanie Brophy

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 Melanie Gayle Brophy'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 3, 2018 - Present

NEXT PLAY FINANCIAL

RIA

CRD#: 297112

Ashburn, VA

Past

January 17, 2014 - June 22, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VIENNA, VA

Past

December 18, 2013 - June 22, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VIENNA, VA

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

Virginia
(8/3/2018)

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: 1/17/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2013

General Securities Representative Examination

Current Firm

NEXT PLAY FINANCIAL

NEXT PLAY FINANCIAL | NEXT PLAY FINANCIAL SOLUTIONS, LLC

CRD#: 297112 / SEC#:

Virginia

Registered Investment Advisory firm - (8/3/2018 Approved)

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Contact information

Main Address

Ashburn, VA

Mailing Address

44679 Endicott Drive Suite 300, #735, Ashburn, VA 20147

Phone number

(703) 858-4578

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 13,297,673

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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Melanie G. Brophy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Gayle Brophy's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT PLAY FINANCIAL

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2014

SIE

Date: 6/22/2018

Series 7

Date: 12/18/2013

Current Firm

NEXT PLAY FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEXT PLAY FINANCIAL

TRUST BUT VERIFY

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