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NM

Nicole M. Melwood

COMMONFUND SECURITIES
New York, NY 10017
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CRD#: 6731056
NM

Professional summary


Nicole Marie Melwood, who also goes by Nicole Melwood, is a registered financial professional currently at COMMONFUND SECURITIES, INC. located in New York, New York.

Nicole is registered as a RR (Registered Representative) and started their career in finance in 2021. Nicole has worked at 1 firm and has passed the Series 63, Series 31, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicole Melwood

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) - BD


Click below to view Nicole Marie Melwood'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®
None

Experience


Current

June 14, 2021 - Present

COMMONFUND SECURITIES, INC.

Office #1: 280 Park Ave 14 Floor, Suite 1403w, New York, NY 10017
BD
CRD#: 43541
New York, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(6/14/2021)
RR
Delaware
(8/18/2021)
RR
District of Columbia
(11/3/2025)
RR
Florida
(10/25/2021)
RR
Illinois
(1/9/2023)
RR
Indiana
(1/9/2023)
RR
Iowa
(1/9/2023)
RR
Maine
(5/24/2024)
RR
Massachusetts
(5/24/2024)
RR
Michigan
(1/9/2023)
RR
Minnesota
(1/9/2023)
RR
Missouri
(1/9/2023)
RR
Nebraska
(4/2/2025)
RR
New Hampshire
(5/24/2024)
RR
New Jersey
(8/18/2021)
RR
New York
(7/29/2021)
RR
North Dakota
(4/2/2025)
RR
Ohio
(1/9/2023)
RR
Pennsylvania
(8/18/2021)
RR
Rhode Island
(6/26/2024)
RR
South Dakota
(4/2/2025)
RR
Vermont
(5/24/2024)
RR
Washington
(11/23/2022)
RR
Wisconsin
(1/9/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/29/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 8/10/2021
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/13/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CS
COMMONFUND SECURITIES, INC.
COMMONFUND SECURITIES, INC. | ENDOWMENT SERVICES, INC.

CRD#: 43541 / SEC#: , 8-50337

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
15 Old Danbury Road, Wilton, CT 06897
Mailing Address
15 Old Danbury Road, Wilton, CT 06897
Phone number
(203) 563-5000
Established
Delaware since 05/30/1997
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
COMMONFUND HOLDING COMPANY, INC.SHAREHOLDER
BARD, NANCY KIERNANMANAGING DIRECTOR; MEMBER, BOARD OF DIRECTORS1324063
CERASUOLO, VIOLETTACHIEF COMPLIANCE OFFICER5362546
DURRELL, SUSAN KERRMANAGING DIRECTOR; MEMBER, BOARD OF DIRECTORS2945336
HARITON, ANITA LYNNEPRESIDENT AND CHIEF EXECUTIVE OFFICER; CHAIR, BOARD OF DIRECTORS4104946
SPONGBERG, JONATHAN DTREASURER5521666

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.

Company Information


COMMONFUND SECURITIES, INC.

CRD#: 43541New York, NY 10017

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