Edmund H. Melhado

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CRD#: 844400

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edmund Hawley Melhado, who also goes by Edmund Hawley Melhado, Ted Melhado, Edmund H Melhado, Edmund Melhado, was a registered financial professional .

Edmund is a previously registered financial professional and started their career in finance in 1982. Edmund had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Edmund Hawley Melhado | Ted Melhado | Edmund H Melhado | Edmund Melhado

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)12/24/2020 - Bay Financial Associates - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 - 160 Hr/Mth 2)12/24/2020 - New Bedford Whaling Museum - Investment Committee - Non-Inv Rel - New Bedford, MA - Start: 07/2020 - 1 Hr/Mth

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 12, 2023 - March 26, 2024

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

RIA

CRD#: 170442

Cape Elizabeth, ME

Past

March 2, 2021 - July 20, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

WALTHAM, MA

Past

January 21, 2021 - July 20, 2023

LPL FINANCIAL LLC

CRD#: 6413

WALTHAM, MA

Past

October 9, 2018 - January 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WELLESLEY HILLS, MA

Past

August 29, 2018 - January 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WELLESLEY HILLS, MA

Past

September 6, 1996 - February 26, 1997

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

December 1, 1994 - February 21, 1996

TCADVISORS NETWORK INC.

CRD#: 35794

CENTENNIAL, CO

Past

February 17, 1992 - December 15, 1994

TRUSTAMERICA SECURITIES COMPANY

CRD#: 16436

ENGLEWOOD, CO

Past

August 11, 1982 - June 22, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 10/3/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2018

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/29/1990

National Commodity Futures Examination

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

303 Islington Street, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 431-1444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APPENDIX 1: WRAP FEE BROCHURE (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,305
AUM (Assets Under Management)	$ 463,984,110

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.

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Advisor Monitoring

Firm Stability Insights

Edmund H. Melhado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA ADVISORS LLC

TCADVISORS NETWORK INC.

TRUSTAMERICA SECURITIES COMPANY

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2018

Series 63

Date: 9/30/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2018

Series 3

Date: 10/29/1990

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

TRUST BUT VERIFY

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