MB
MB

Melissa Bickerstaff

5 Years of Experience
Red Bank, NJ
Broker

Melissa Bickerstaff is a registered investment advisor at Molokai Advisors, based in Red Bank, NJ, with 5 years of industry experience. Their practice areas include Cross-Border Planning, Investment Management, Tax Planning.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

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

140 Broad Street, Suite 200, Red Bank, NJ, 07701

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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
Molokai Advisors
February 2026 - Present · 3 mos
Umergence LLCBroker
June 2023 - Present · 2 yrs 11 mos
Umergence LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Block 3 Strategy Group
September 2023 - February 2024 · 5 mos
Old City Securities LLCBroker
December 2022 - May 2023 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - September 2021 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - September 2021 · 2 yrs 4 mos
Lohi SecuritiesBroker
November 2018 - May 2019 · 6 mos
State Registrations3 states
FLNJNY
AdvisorBroker

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.