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Melissa R. Bickerstaff

MOLOKAI ADVISORS
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 6976229
MB

Professional summary

Melissa Rose Bickerstaff, who also goes by Mel R Bickerstaff, Mel Rose Bickerstaff, Mel Bickerstaff, Mel Rose Bickerstaff, Melrose Bickerstaff, Melissa Bickerstaff, Melrose Bickerstaff, Mel Rose, Mel Rose Wild, Melrose Wild, is a registered financial advisor currently at MOLOKAI ADVISORS located in Red Bank, New Jersey and UMERGENCE LLC located in Plantsville, Connecticut.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Melissa has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mel R Bickerstaff | Mel Rose Bickerstaff | Mel Bickerstaff | Mel Rose Bickerstaff | Melrose Bickerstaff | Melissa Bickerstaff | Melrose Bickerstaff | Mel Rose | Mel Rose Wild | Melrose Wild

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 Melissa Rose Bickerstaff'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

February 12, 2026 - Present

MOLOKAI ADVISORS

Office #1: 140 Broad Street Suite 100, Red Bank, NJ 07701
RIA
CRD#: 336242
Red Bank, NJ
Current

June 20, 2023 - Present

UMERGENCE LLC

Office #1: 1006 S. Main St., Plantsville, CT 06479
BD
CRD#: 284368
Plantsville, CT
Past

September 8, 2023 - February 13, 2024

BLOCK 3 STRATEGY GROUP

RIA
CRD#: 323212
DURHAM, NC
Past

December 21, 2022 - May 1, 2023

OLD CITY SECURITIES LLC

BD
CRD#: 171910
NEW YORK, NY
Past

July 12, 2019 - September 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BONITA SPRINGS, FL
Past

May 13, 2019 - September 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BONITA SPRINGS, FL
Past

November 16, 2018 - May 14, 2019

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO

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.
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
Florida
(7/5/2023)
IAR
New Jersey
(2/12/2026)
RR
New York
(7/11/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/27/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/14/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MOLOKAI ADVISORS
MOLOKAI ADVISORS | MOLOKAI CAPITAL | MOLOKAI ADVISORS LLC

CRD#: 336242 / SEC#:

New Jersey
Registered Investment Advisory firm - (1/23/2026 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
140 Broad Street Suite 200, Office 231, Red Bank, NJ 07701
Mailing Address
Phone number
+1 (848) 318-7939
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

MOLOKAI ADVISORS

CRD#: 336242Red Bank, NJ 07701

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