Nathan Melfi (CRD# 7534915) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cortland, NY and has 1 year of experience in the finance industry.
CRD# 4176455
Morgan Stanley
CRD# 6544193
Leigh Baldwin & Company, LLC
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Syracuse, NY | May 2023 - Current | 1 |
| Pruco Securities LLC | Syracuse, NY | Jan 2023 - Current | 1 |
| Moro's Kitchen | Skaneateles, NY | Mar 2016 - Current | 8 |
| Le Moyne College | Syracuse, NY | Sep 2019 - Dec 2022 | 3 |
| Bg1 | Baldwinsville, NY | Nov 2022 - Nov 2022 | < 1 |
| Northwestern Mutual Insurance Company | East Syracuse, NY | Apr 2022 - Oct 2022 | < 1 |
| Elephant And The Dove | Skaneateles, NY | May 2021 - Jul 2021 | < 1 |
| Jordan Elbridge Highschool | Jordan, NY | Sep 2012 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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