AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MM

Melaina K. Melcher

MMA SECURITIES
Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 7378055
MM

Professional summary

Melaina Kaite Melcher, who also goes by Melaina K Melcher, Melaina Melcher, is a registered financial advisor currently at MMA SECURITIES LLC located in Conshohocken, Pennsylvania and MMA ASSET MANAGEMENT LLC located in Conshohocken, Pennsylvania.

Melaina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Melaina has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melaina K Melcher | Melaina Melcher

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 Melaina Kaite Melcher'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

November 24, 2025 - Present

MMA SECURITIES LLC

Office #1: Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428
RIA
BD
CRD#: 44254
Conshohocken, PA
Current

December 2, 2025 - Present

MMA ASSET MANAGEMENT LLC

Office #1: 161 Washington Street Suite 1200, Conshohocken, PA 19428
RIA
CRD#: 155426
CONSHOHOCKEN, PA

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".
MA
MMA ASSET MANAGEMENT LLC
CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA
Registered Investment Advisory firm - (11/10/2010 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
Pennsylvania
(11/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/24/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/3/2024
Securities Industry Essentials Examination

Current Firm

MA
MMA ASSET MANAGEMENT LLC
CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA
Registered Investment Advisory firm - (11/10/2010 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
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
161 Washington Street Suite 1200, Conshohocken, PA 19428
Mailing Address
1166 Avenue Of The Americas, New York, NY 10036
Phone number
(610) 684-3200
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (32 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MMA ASSET MANAGEMENT - INSTITUTIONAL FIRM BROCHURE 03.2025 (3/27/2025)
MMA ASSET MANAGEMENT - RETAIL FIRM BROCHURE 03.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts555
AUM (Assets Under Management)$ 715,242,096

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

MMA ASSET MANAGEMENT LLC

CRD#: 155426Conshohocken, PA 19428

TRUST BUT VERIFY

Monitor Melaina Melcher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Peter F Gaertner
Peter GaertnerAdvisorCheck Check Mark
ROFFMAN MILLER ASSOCIATES INC
IAR
Philadelphia, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.