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Amy Janel Melenson

3 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

Chesapeake Beach, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy is a consultant for Pampered Chef since 2020, selling kitchen and household products through direct sales. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Money Concepts Advisory Service
January 2025 - Present · 1 yr 1 mo
Money Concepts Capital CORPBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Money Concepts Capital CORPBroker
October 2000 - October 2002 · 2 yrs
State Registrations11 states
ALCADCFLMDNCNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.