Melissa M. Raimundo

FIRST MANHATTAN CO. LLC

New York, NY 10022

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CRD#: 6335031

Professional summary

Melissa Marie Raimundo, CFP®, who also goes by Melissa Raimundo, is a registered financial advisor currently at FIRST MANHATTAN CO. LLC located in New York, New York.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Melissa has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Raimundo

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.

Owns rental properties in New Jersey, purchased in 2015 and 2021 (not investment-related). Approximately 1 hour per month is devoted to business which is outside of securities trading hours. Receives rental income from these properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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: 2017

Experience

Current

August 14, 2025 - Present

FIRST MANHATTAN CO. LLC

Office #1: 399 Park Avenue, New York, NY 10022

RIA

CRD#: 325281

New York, NY

Past

September 12, 2019 - August 4, 2025

BEACON TRUST

RIA

CRD#: 226547

MORRISTOWN, NJ

Past

April 22, 2016 - July 11, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW YORK, NY

Past

March 2, 2016 - July 11, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW YORK, NY

Past

June 16, 2014 - February 29, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

new york, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST MANHATTAN CO. LLC

CRD#: 325281 / SEC#: 801-12411

RIA

Registered Investment Advisory firm - (1/13/1977 Approved)

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

New York
(8/14/2025)

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: 5/28/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/12/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2014

General Securities Representative Examination

Current Firm

FIRST MANHATTAN CO. LLC

CRD#: 325281 / SEC#: 801-12411

RIA

Registered Investment Advisory firm - (1/13/1977 Approved)

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Contact information

Main Address

399 Park Avenue, New York, NY 10022

Mailing Address

Phone number

(212) 756-3300

Established

Firm type

Fiscal year end

# of Employees

132

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRST MANHATTAN BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,722
AUM (Assets Under Management)	$ 34,439,571,092

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
10/25/2024	Cover Page	Report
11/28/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Melissa M. Raimundo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BEACON TRUST

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

FIRST MANHATTAN CO. LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2016

Series 63

Date: 8/12/2014

SIE

Date: 7/11/2018

Series 7

Date: 6/16/2014

Current Firm

FIRST MANHATTAN CO. LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST MANHATTAN CO. LLC

TRUST BUT VERIFY

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