AM
Andrew R. Melendrez
FINANCE WISDOM
Albuquerque, NM
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CRD#: 7716888
AM
Professional summary
Andrew Ray Melendrez is a registered financial advisor currently at FINANCE WISDOM located in Albuquerque, New Mexico.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
1.) Now Capital Partners; investment-related; 6404 Winter Haven Dr NW, Albuquerque, NM, 87120l Investment Banking; Director; 11/22/2022; 170; 160; Helping business owners sell their company using an M&A Process. 2.) Start Your Wish; not investment-related; 6404 Winter Haven Dr NW, Albuquerque, NM, 87120; LLC that holds commercial real estate; Landlord; 08/01/2015; 1; 0; I am the landlord of a medical office with 1 tenant.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Ray Melendrez'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
February 18, 2025 - Present
FINANCE WISDOM
RIA
CRD#: 325643
Albuquerque, NM
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
New Mexico(2/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FW
FINANCE WISDOM
FINANCE WISDOM | FINANCE WISDOM LLC
CRD#: 325643 / SEC#:
California
Registered Investment Advisory firm - (4/3/2024 Approved)Colorado
Registered Investment Advisory firm - (3/28/2024 Approved)Florida
Registered Investment Advisory firm - (6/21/2024 Approved)Louisiana
Registered Investment Advisory firm - (4/3/2023 Approved)Nevada
Registered Investment Advisory firm - (3/19/2024 Approved)New Mexico
Registered Investment Advisory firm - (3/30/2023 Approved)Oregon
Registered Investment Advisory firm - (4/24/2023 Approved)Texas
Registered Investment Advisory firm - (4/3/2023 Approved)Washington
Registered Investment Advisory firm - (9/15/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Edgewood, NM
Mailing Address
Po Box 989, Edgewood, NM 87015
Phone number
(505) 217-9444
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 308 |
| AUM (Assets Under Management) | $ 50,029,918 |
Red Flags
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