Melyna K. Young

BRISTOL WEALTH GROUP

TAUNTON, MA 02780

Some features on this profile are disabled

CRD#: 7418485

Professional summary

Melyna Kailee Young, who also goes by Melyna Kailee Lemon, Melyna Lemon, is a registered financial advisor currently at BRISTOL WEALTH GROUP located in Taunton, Massachusetts.

Melyna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Melyna has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melyna Kailee Lemon | Melyna Lemon

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.

RFG - Bristol Wealth Advisors LLC. 35 Broadway, 2nd floor, Taunton, MA 02780. RIA. 160 hrs/mo; 140 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melyna Kailee Young'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

July 3, 2024 - Present

BRISTOL WEALTH GROUP

Office #1: 35 Broadway 2nd Floor, Taunton, MA 02780

RIA

CRD#: 330145

TAUNTON, MA

Past

June 26, 2024 - October 14, 2025

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Taunton, MA

Past

April 4, 2024 - July 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TAUNTON, MA

Past

September 12, 2023 - July 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TAUNTON, MA

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".

BRISTOL WEALTH GROUP

BRISTOL WEALTH GROUP | RFG - BRISTOL WEALTH ADVISORS, LLC

CRD#: 330145 / SEC#: 801-130278

RIA

Registered Investment Advisory firm - (5/16/2024 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

Massachusetts
(7/3/2024)

IAR

Texas
(10/23/2024)

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 66

Date: 11/16/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/17/2023

Securities Industry Essentials Examination

Current Firm

BRISTOL WEALTH GROUP

BRISTOL WEALTH GROUP | RFG - BRISTOL WEALTH ADVISORS, LLC

CRD#: 330145 / SEC#: 801-130278

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

35 Broadway 2nd Floor, Taunton, MA 02780

Mailing Address

Phone number

(508) 822-0122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 25 2025 BWG FORM ADV PART 2A AND 2B FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,920
AUM (Assets Under Management)	$ 876,498,739

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.

Similar Advisors

David Hollenberg

RBC CAPITAL MARKETS, LLC

IAR

ROCKAWAY TOWNSHIP, NJ

Zachary Holly

OSAIC WEALTH, INC.

IAR

PHOENIX, AZ

Matthew Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Melyna K. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melyna Kailee Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRISTOL WEALTH GROUP

PRIVATE CLIENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BRISTOL WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2023

Series 7TO

Date: 9/11/2023

SIE

Date: 7/17/2023

Current Firm

BRISTOL WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRISTOL WEALTH GROUP

TRUST BUT VERIFY

Similar Advisors