Melissa Minter, financial advisor Los Ranchos NM

Melissa Minter

CRD Number: 5564787
Current Firm: Osaic Wealth, Inc.

Melissa Minter (CRD# 5564787) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Ranchos, NM and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Los Ranchos, NM Sep 2023 - Current < 1
Sagepoint Financial, Inc. Los Ranchos, NM Jan 2021 - Sep 2023 2
Sagepoint Financial, Inc. Los Ranchos, NM Oct 2017 - Dec 2020 3
Invest Financial Corp. Tampa, FL Jul 2008 - Oct 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Melissa D. Minter
Phone Number: 800-821-5100
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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