TrueAdvisor
TrueAdvisor
MM
MM

Mark Meloro

Market Street Wealth Management
26 Years of Experience
West Chester, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Meloro is a registered investment advisor at Market Street Wealth Management, based in West Chester, PA, with 26 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,052 clients with $840M in assets under management.

Market Street Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,052 clients
Average Client Portfolio
$796K average
Assets Under Management
$837.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.75%

Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

Get directions

History

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
June 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is involved in several businesses including fee-based investment management and planning, tax preparation, and insurance sales and service. He also uses DM3 Consulting LLC for accounting and expense payments.

Employment History
Current Registrations
Market Street Wealth Management
November 2010 - Present · 15 yrs 11 mos
USA Financial Securities LLCBroker
November 2005 - Present · 20 yrs 11 mos
Previous Registrations
USA Financial Securities Corporation
November 2006 - December 2010 · 4 yrs 1 mo
Princor Financial Services Corporation
April 2005 - December 2005 · 8 mos
Princor Financial Services CorporationBroker
July 2004 - December 2005 · 1 yr 5 mos
First Montauk Securities CORP.
December 2002 - July 2004 · 1 yr 7 mos
First Montauk Securities CORP.Broker
September 2002 - July 2004 · 1 yr 10 mos
Ing Funds Distributor, INC.Broker
June 2000 - September 2000 · 3 mos
Directed Services, INC.Broker
March 2000 - August 2002 · 2 yrs 5 mos
Vanguard Marketing CorporationBroker
August 1999 - February 2000 · 6 mos
State Registrations7 states
DEFLINKYNCNJPA
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.
More Advisors
More financial advisors in West Chester, PA →All financial advisors in Pennsylvania →