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Adonis Melendez

1 Year of Experience
Princeton, NJ
2 DisclosuresBroker

Adonis Melendez is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Princeton, NJ, with 1 years of industry experience. Adonis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

202 Carnegie Ctr Ste 201, Princeton, NJ, 08540

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History

Regulatory History (2)
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.
Financial
January 2021
Final
Financial
January 2021
Final
Other Business Activities

Adonis works as a delivery driver for DoorDash since 2022, dedicating about a quarter of their time to this non-investment related activity. Adonis spends minimal time on this activity during securities trading hours.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2024 - Present · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2024 - July 2024 · 3 mos
State Registrations2 states
NJNY
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.
Adonis Melendez - Financial Advisor | TrueAdvisor