Melissa M. Mayhew

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CRD#: 7038868

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Melissa Martin Mayhew, CFP®, who also goes by Melissa J Martin, Melissa M Mayhew, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 2018. Melissa had worked at 1 firm and has passed the Series 65 exam.

Biography

Melissa M. Mayhew joined Strategent Financial in 2018 as an Associate and was promoted to Partner in January of 2021.  Melissa is a Certified Financial PlannerTM professional and a Certified Public Accountant (CPA) with a Master of Accounting Science degree from Northern Illinois University.  She received a Bachelor of Arts from Dickinson College in 1995.

Melissa began her professional career as a legal assistant for large corporate law firms in New York City and Raleigh, North Carolina from 1995 to 1999.  Her corporate real estate experience led her to the Housing Authority for the City of Raleigh, NC where as a Special Assistant to the Executive Director, her primary functions included monitoring and oversight of internal program compliance as well as preparation of financial projections and coordination of closings for multi-million dollar mixed-use, mixed-finance housing redevelopment projects.

When her husband’s job took their family to Illinois in 2008, Melissa decided to pursue a Master’ degree in Accounting to augment her practical experience in finance and accounting.  Her husband’s job at JMU brought her back to the Harrisonburg area with her family in  2012.  Upon her return, Melissa worked at the regional accounting firm, PBMares, LLP. She most recently served as the Chief Financial Officer of The Community Foundation of Harrisonburg and Rockingham County.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Education Planning

Tax Planning

Investment Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Generation X

Retirement Planning & Distribu...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

How do you get paid?

Fee Only

Are you a "fiduciary"?

Aliases

Melissa J Martin | Melissa M Mayhew

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 31, 2018 - July 11, 2023

STRATEGENT FINANCIAL, LLC

RIA

CRD#: 148173

HARRISONBURG, VA

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".

STRATEGENT FINANCIAL, LLC

STRATEGENT FINANCIAL | STRATEGENT FINANCIAL, LLC

CRD#: 148173 / SEC#: 801-112356

RIA

Registered Investment Advisory firm - (1/22/2018 Approved)

Virginia

Registered Investment Advisory firm - (1/29/2018 Terminated)

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).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 10/29/2018

Uniform Investment Adviser Law Examination

Current Firm

STRATEGENT FINANCIAL, LLC

STRATEGENT FINANCIAL | STRATEGENT FINANCIAL, LLC

CRD#: 148173 / SEC#: 801-112356

RIA

Registered Investment Advisory firm - (1/22/2018 Approved)

Virginia

Registered Investment Advisory firm - (1/29/2018 Terminated)

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Contact information

Main Address

185 Neff Avenue Suite 102, Harrisonburg, VA 22801

Mailing Address

Phone number

(540) 437-1222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGENT FORM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 297,357,346

Red Flags

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Melissa M. Mayhew

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STRATEGENT FINANCIAL, LLC

Primary Firm SEC Registration

STRATEGENT FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2018

Current Firm

STRATEGENT FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGENT FINANCIAL, LLC

TRUST BUT VERIFY

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