Branden Carney

MELONE PRIVATE WEALTH

AUBURN HILLS, MI 48326

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CRD#: 6764743

Professional summary

Branden Carney, CFP®, who also goes by Branden Russell Carney, is a registered financial advisor currently at MELONE PRIVATE WEALTH, LLC located in Auburn Hills, Michigan.

Branden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Branden has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Branden Russell Carney

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.

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Branden Carney'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: 2020

Experience

Current

February 2, 2021 - Present

MELONE PRIVATE WEALTH, LLC

Office #1: 3121 University Drive Suite 180, Auburn Hills, MI 48326

RIA

CRD#: 311638

AUBURN HILLS, MI

Past

February 25, 2019 - January 25, 2021

LIBERTY WEALTH ADVISORS, LLC

RIA

CRD#: 107774

Troy, MI

Past

March 17, 2017 - October 17, 2017

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

Portage, MI

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".

MELONE PRIVATE WEALTH, LLC

CRD#: 311638 / SEC#: 801-119965

RIA

Registered Investment Advisory firm - (12/9/2020 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

Michigan
(2/2/2021)

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: 3/17/2017

Uniform Investment Adviser Law Examination

Current Firm

MELONE PRIVATE WEALTH, LLC

CRD#: 311638 / SEC#: 801-119965

RIA

Registered Investment Advisory firm - (12/9/2020 Approved)

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Contact information

Main Address

3121 University Drive Suite 180, Auburn Hills, MI 48326

Mailing Address

3121 University Drive Suite 180, Auburn Hills, MI 48326

Phone number

(877) 293-5830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MELONE PRIVATE WEALTH FORM ADV2A ("DISCLOSURE BROCHURE") ADV 2B ("BROCHURE SUPPLEMENTS") AND APPENDIX 1 ("WRAP FEE BROCHURE") (1/14/2025)

Regulatory assets under management

Total Number of Accounts	554
AUM (Assets Under Management)	$ 246,335,680

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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Branden Carney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Branden Carney's CRS (Customer Relationship Summary).

Certified licenses

Experience

MELONE PRIVATE WEALTH, LLC

LIBERTY WEALTH ADVISORS, LLC

PLANTE MORAN FINANCIAL ADVISORS

Primary Firm SEC Registration

MELONE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2017

Current Firm

MELONE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MELONE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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