TrueAdvisor
TrueAdvisor
SM
SM

Serge Melkizian

Raymond James Financial Services Advisors, INC
24 Years of Experience
Pasadena, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Serge Melkizian is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pasadena, CA, with 24 years of industry experience. Serge 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.

Raymond James Financial Services Advisors, INC
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
—
View Full SEC Brochure

Location

39 E. Union Street, Pasadena, CA, 91103

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.
Judgment / Lien
June 2026
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Serge is the President of the Board of Directors for Cancer Support Community and an agent for Quintus Financial & Insurance Services, Inc., selling fixed UL & term life insurance and potentially fixed annuities. He also founded and owns Quintus Financial & Insurance Services, Inc. dba Quintus Investment Counsel and has a private investment in The Wooden Basket LLC.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2013 - Present · 13 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Tower Square Securities, INC.
January 2002 - August 2013 · 11 yrs 7 mos
Tower Square Securities, INC.Broker
December 2001 - August 2013 · 11 yrs 8 mos
Commonwealth Financial NetworkBroker
October 2001 - November 2001 · 1 mo
State Registrations16 states
AKAZCACOFLIDKYMANVNYOHORTXUTVAWA
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 Pasadena, CA →All financial advisors in California →