MR
CFP
MR
CFP
Melanie Rudolph
32 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Melanie Rudolph is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Jacksonville, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1999Denied
Other Business Activities
Melanie has 100% ownership of Mar Salt Air LLC, formed to manage administrative tasks for Finet Business. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
April 2012 - September 2024 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2012 - September 2024 · 12 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2003 - April 2007 · 4 yrs
Morgan Stanley Dw INC.Broker
January 2003 - April 2007 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - March 2002 · 6 yrs 10 mos
Invest Financial CorporationBroker
August 1993 - May 1995 · 1 yr 9 mos
R a F Financial CorporationBroker
May 1992 - June 1993 · 1 yr 1 mo
State Registrations10 states
FLGAKYLANCNJOHSCTNTX
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.