Clara Charlebois Melendy, financial advisor Middlebury VT

Clara Charlebois Melendy

CRD Number: 2097170
Current Firm: Ameriprise Financial Services, LLC

Clara Charlebois Melendy (CRD# 2097170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, VT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Williston, VT Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Williston, VT Sep 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Clara J. Charlebois Melendy
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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