MH
MH

Melissa Herbert

4 Years of Experience
Andover, MA
Broker

Melissa Herbert is a registered investment advisor at Wells Fargo Advisors, based in Andover, MA, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 Brickstone Floor 10, [Satellite], Andover, MA, 01810

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wells Fargo Advisors
August 2025 - Present · 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 11 mos
Previous Registrations
Advice and Planning Services
July 2023 - June 2025 · 1 yr 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2023 - June 2025 · 2 yrs 1 mo
Jefferies LLCBroker
October 2021 - September 2022 · 11 mos
Raymond James & Associates, INC.Broker
August 2020 - October 2021 · 1 yr 2 mos
State Registrations23 states
ALCACOCTFLILINMAMDMENCNHNJNYOHOKPARISCTNTXVAWY
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.