MS
MS

Melinda Stitt

44 Years of Experience
Easton, PA
1 DisclosureBrokerSells Insurance

Melinda Stitt is a registered investment advisor at Private Advisor Group, LLC, based in Easton, PA, with 44 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

3559 Chipman Road, Easton, PA, 18045

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2011
Other Business ActivitiesSells Insurance

Melinda owns real estate rental property and is a registered investment advisor with Private Advisor Group. She also operates under the DBA MSM Wealth Management, spending a significant amount of time on these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
August 2011 - Present · 14 yrs 9 mos
LPL Financial LLCBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - August 2011 · 2 yrs 7 mos
Raymond James Financial Services
January 2006 - January 2009 · 3 yrs
Integrated Asset Management, INC.
August 2005 - December 2005 · 4 mos
Raymond James Financial Services
June 2005 - August 2005 · 2 mos
Raymond James Financial Services, INC.Broker
June 2005 - August 2011 · 6 yrs 2 mos
Raymond James Financial Services
July 2004 - June 2005 · 11 mos
Raymond James Financial Services, INC.Broker
June 2003 - June 2005 · 2 yrs
Robinson & Robinson, INC.Broker
February 1982 - June 2003 · 21 yrs 4 mos
State Registrations11 states
CAFLIDINMNNHNJNVNYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Melinda Stitt - Financial Advisor | TrueAdvisor