Melissa Einberg is a CFP-designated registered investment advisor, based in Malvern, PA, with 12 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 Vanguard Blvd., Malvern, PA, 19355
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Regulatory History
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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Melissa is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Previous Registrations
Buckingham Asset Management, LLC
New England Capital
Gage-Wiley & CO., INC.Broker
Sensible Financial Planning and Management, LLC
State Registrations4 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.
Exams
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