David Mellis
David Mellis is a CFA-designated registered investment advisor at Northcoast Research Partners, LLC, based in Delray Beach, FL, with 9 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Delray Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northcoast Research Partners, LLC
Northcoast Research Partners, LLCBroker
Northcoast Research Partners, LLC
Previous Registrations
Wolfe Research SecuritiesBroker
State Registrations6 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.
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