MM
Michael Mellberg
MICHAEL MELLBERG INVESTMENT ADVISOR
Reno, NV 89502
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CRD#: 7316048
MM
Professional summary
Michael Mellberg is a registered financial advisor currently at MICHAEL MELLBERG INVESTMENT ADVISOR located in Reno, Nevada.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I own 100% of Michael Mellberg CPA LLC. This business has the DBA Michael Mellberg CPA an accounting business that provides tax services & tax planning, payroll, compilation and bookkeeping services.
Michael Mellberg CPA LLC operates in one location at 1155 West 4th St Ste 225 Reno NV 89503. I am the CPA in charge for the accounting arm. At this time I spend approximately 40+ hours per week In the accounting division. This will be modified when I become licensed to advise on investments matters. During trading hours from 8:00am-1pm (PST) I will be splitting my time between the accounting business and the investment advisory business.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Mellberg'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®
NoneExperience
Current
March 8, 2021 - Present
MICHAEL MELLBERG INVESTMENT ADVISOR
Office #1: 1755 East Plumb Lane Suite 216, Reno, NV 89502RIA
CRD#: 311833
Reno, NV
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
Nevada(3/8/2021)
Current Firm
MM
MICHAEL MELLBERG INVESTMENT ADVISOR
MICHAEL MELLBERG CPA LLC | MICHAEL MELLBERG INVESTMENT ADVISOR
CRD#: 311833 / SEC#:
Nevada
Registered Investment Advisory firm - (2/25/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1755 East Plumb Lane Suite 216, Reno, NV 89502
Mailing Address
Phone number
(775) 323-8131
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 5,086,729 |
Red Flags
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