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Mario Melidona

6 Years of Experience
Pittsford, NY
Broker

Mario Melidona is a registered investment advisor at Park Avenue Securities LLC, based in Pittsford, NY, with 6 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

69 Monroe Avenue, Pittsford, NY, 14534

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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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Other Business Activities

Mario owns and rents out a property since 2009, and is an owner of Melidona Physical Therapy, PLLC since 2018. He also provides physical therapy services for Thrive Physical Therapy, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Park Avenue Securities LLCBroker
March 2022 - Present · 4 yrs 2 mos
Park Avenue Securities LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
MML Investors Services, LLC
July 2021 - March 2022 · 8 mos
MML Investors Services, LLCBroker
April 2019 - March 2022 · 2 yrs 11 mos
State Registrations10 states
COFLIDILMDMINCNYSCTN
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.