MF
MF

Melissa Frawley

26 Years of Experience
Annapolis, MD
Broker

Melissa Frawley is a registered investment advisor at Annapolitan Investment Group, INC., based in Annapolis, MD, with 26 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Financial planning services are offered on both a fixed fee and an hourly fee basis.
  • The hourly fee is $150 per hour.
  • The fixed fee is $250.
One-Time Plan:$250
Hourly Rate:$150/hr
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Location

1205 West St., Annapolis, MD, 21401

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Melissa is the owner/president of Annapolitan Investment Group Inc, an independent RIA, since 2005, dedicating a few hours per week. She also has a personal/private investment called Solembic Estates LLC, dedicating minimal time to it.

Employment History
Current Registrations
Annapolitan Investment Group, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
Raymond James Financial Services
January 2006 - January 2009 · 3 yrs
Annapolitan Investment Group, INC.
January 2006 - December 2021 · 15 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
March 1998 - December 2003 · 5 yrs 9 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMIMNMONCNENHNJNMNVNYOHORPASCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.