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
MK

Melissa S. Kivett

GLOBAL ATLANTIC DISTRIBUTORS
New York, NY 10001
Some features on this profile are disabled
CRD#: 7730060
MK

Professional summary

Melissa Schouller Kivett, who also goes by Melissa S Kivett, Melissa Schouller, is a registered financial professional currently at GLOBAL ATLANTIC DISTRIBUTORS, LLC located in New York, New York and KKR CAPITAL MARKETS LLC located in New York, New York.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2023. Melissa has worked at 3 firms and has passed the Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melissa S Kivett | Melissa Schouller

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) - BD

Click below to view Melissa Schouller Kivett'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

December 10, 2024 - Present

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Office #1: 30 Hudson Yards 70th, New York, NY 10001
BD
CRD#: 8326
New York, NY
Current

March 4, 2026 - Present

KKR CAPITAL MARKETS LLC

Office #1: 30 Hudson Yards, New York, NY 10001
BD
CRD#: 143571
New York, NY
Past

May 30, 2023 - April 11, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(3/4/2026)
RR
District of Columbia
(3/4/2026)
RR
Florida
(3/4/2026)
RR
Louisiana
(3/4/2026)
RR
Maryland
(3/4/2026)
RR
Puerto Rico
(3/4/2026)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 5/30/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/5/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/5/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

KC
KKR CAPITAL MARKETS LLC
KKR CAPITAL MARKETS LLC | KKR GLOBAL MARKETS LLC

CRD#: 143571 / SEC#: , 8-67578

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
30 Hudson Yards, New York, NY 10001
Mailing Address
30 Hudson Yards, New York, NY 10001
Phone number
(212) 750-8300
Established
Delaware since 01/29/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KKR CAPITAL MARKETS HOLDINGS L.P.SOLE MEMBER
KNOX, JOHN JOSEPHPRINCIPAL FINANCIAL OFFICER2605046
KNOX, JOHN JOSEPHCHIEF FINANCIAL OFFICER, FINANCIAL/ OPERATIONS PRINCIPAL2605046
KNOX, JOHN JOSEPHPRINCIPAL OPERATING OFFICER2605046
MOGELOF, ERIC JAYHEAD OF CLIENT PARTNER GROUP4558632
SCHWARTZ, JEFFREY I.CHIEF COMPLIANCE OFFICER4961301
SMITH, ADAMCHIEF EXECUTIVE OFFICER5748435
THOMPSON, WILLIAM CADECHIEF OPERATING OFFICER4566364

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

KKR CAPITAL MARKETS LLC

CRD#: 143571New York, NY 10001

TRUST BUT VERIFY

Monitor Melissa Kivett

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

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
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.