Steven P. Melanson

QCI PARTNERS LLC

Henderson, NV

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CRD#: 6321532

Professional summary

Steven Patrick Melanson is a registered financial advisor currently at QCI PARTNERS LLC located in Henderson, Nevada.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Steven has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Steven Patrick Melanson'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

May 5, 2024 - Present

QCI PARTNERS LLC

RIA

CRD#: 163567

Henderson, NV

Past

February 15, 2018 - September 20, 2022

QCI PARTNERS LLC

RIA

CRD#: 163567

HENDERSON, NV

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
(5/5/2024)

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 65

Date: 2/15/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 9/21/2019

National Commodity Futures Examination

Current Firm

QCI PARTNERS LLC

CRD#: 163567 / SEC#:

California

Registered Investment Advisory firm - (3/22/2018 Approved)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

Florida

Registered Investment Advisory firm - (8/24/2021 Terminated)

Nevada

Registered Investment Advisory firm - (8/30/2022 Approved)

Ohio

Registered Investment Advisory firm - (4/24/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Henderson, NV

Mailing Address

2345 Via Inspirada Ste 100 Unit 125, Henderson, NV 89044

Phone number

(720) 971-9002

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 80,050,000

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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Firm Stability Insights

Steven P. Melanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Patrick Melanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

QCI PARTNERS LLC

QCI PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2018

Series 3

Date: 9/21/2019

Current Firm

QCI PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QCI PARTNERS LLC

TRUST BUT VERIFY

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