Alan Melamed
Alan Melamed is a registered investment advisor at Ameriprise Financial Services, LLC, based in Oakhurst, NJ, with 28 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Oakhurst, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
February 2008Other Business Activities
Alan owns a single-family real estate property since 2018 and manages his Ameriprise business since early 2024. Managing his business takes about a quarter of his time, with some of that time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Citigroup Global Markets INC.Broker
All-Tech Investment Group, INC.Broker
Investors Associates, INC.Broker
State Registrations23 states
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
More Advisors
- John Grande, CFP
- John Grande, CFPRaymond James Financial Services Advisors, INC
- John Woodle, CFPEdward Jones
- Waltraud Grande, CFP