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NM

Nathan C. Melchi

DEERFIELD
CARMEL, IN
Some features on this profile are disabled
CRD#: 7703714
NM

Professional summary

Nathan Carter Melchi, who also goes by Nathan Melchi, is a registered financial advisor currently at DEERFIELD located in Carmel, Indiana.

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

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nathan Melchi

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 Nathan Carter Melchi'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

March 3, 2026 - Present

DEERFIELD

RIA
CRD#: 104964
CARMEL, IN
Past

November 14, 2024 - October 16, 2025

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
INDIANAPOLIS, IN
Past

November 14, 2024 - October 16, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
INDIANAPOLIS, IN
Past

March 22, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
INDIANAPOLIS, IN
Past

March 22, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
INDIANAPOLIS, IN
Past

April 26, 2023 - April 2, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
BROWNSBURG, IN
Past

March 10, 2023 - April 2, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
BROWNSBURG, IN

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".
DEERFIELD
DEERFIELD
DEERFIELD | DEERFIELD FINANCIAL ADVISORS, INC. | DEERFIELD FINANCIAL ADVISORS INC

CRD#: 104964 / SEC#: 801-25156

RIA
Registered Investment Advisory firm - (9/5/1985 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
Indiana
(3/3/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2022
Securities Industry Essentials Examination

Current Firm

DEERFIELD
DEERFIELD
DEERFIELD | DEERFIELD FINANCIAL ADVISORS, INC. | DEERFIELD FINANCIAL ADVISORS INC

CRD#: 104964 / SEC#: 801-25156

RIA
Registered Investment Advisory firm - (9/5/1985 Approved)
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Contact information

Main Address
310 E. 96th Street Suite 375, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 469-2455
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (6 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

FORM ADV PART 2A DISCLOSURE BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts938
AUM (Assets Under Management)$ 958,738,339

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/05/2025
Cover Page
Report
09/24/2024
Cover Page
Report
01/04/2024
Cover Page
Report
01/09/2023
Cover Page
Report

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

DEERFIELD

DEERFIELD

CRD#: 104964Carmel, IN

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