Erik Melville
Erik Melville is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Ft. Pierce, FL, with 23 years of industry experience. Erik is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B 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 | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
603 N. Indian River Drive, Ft. Pierce, FL, 34950
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business Activities
Erik is involved with several outside activities. He serves on the board of directors for Arnold Palmer Medical Center Foundation and We Care Foundation of Indian River, and as a member of the Indian River State College Board of Trustees. Erik also manages JEM Holding LLC, a family wealth holding vehicle.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations26 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.