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Tamara Melman

27 Years of Experience
Weymouth, MA
Broker

Tamara Melman is a registered investment advisor at Voya Retirement Advisors, LLC, based in Weymouth, MA, with 27 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.

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Location

Weymouth, MA

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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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Employment History
Current Registrations
Voya Retirement Advisors, LLC
July 2023 - Present · 2 yrs 10 mos
Voya Financial Partners, LLC
June 2000 - Present · 25 yrs 11 mos
Voya Financial Partners, LLCBroker
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
Voya Financial Partners, LLC
February 2005 - July 2023 · 18 yrs 5 mos
Metlife Securities INC.Broker
November 1998 - June 2000 · 1 yr 7 mos
Metropolitan Life Insurance CompanyBroker
November 1998 - June 2000 · 1 yr 7 mos
State Registrations4 states
CTMARIVT
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.
Tamara Melman - Financial Advisor | TrueAdvisor