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Melissa Minikes

25 Years of Experience
Massapequa Park, NY
1 DisclosureBroker

Melissa Minikes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Massapequa Park, NY, with 25 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1045A Park Blvd, Ste 3, Massapequa Park, NY, 11762

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
November 2019
Settled
Other Business Activities

Melissa is the owner and president of M. Minikes Consulting, Inc., established to receive income. She dedicates about half of her time to this investment-related business, including time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
November 2021 - July 2023 · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2006 - July 2023 · 17 yrs 3 mos
Edward JonesBroker
August 2001 - May 2006 · 4 yrs 9 mos
State Registrations11 states
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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.
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