TrueAdvisor
TrueAdvisor
OM
OM

Oscar Melendez

Wells Fargo Advisors
2 Years of Experience
Greenwood Village, CO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Oscar Melendez is a registered investment advisor at Wells Fargo Advisors, based in Greenwood Village, CO, with 2 years of industry experience. Oscar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

View Full SEC Brochure

Location

5613 Dtc Parkway 9th Fl, [Mb-Rbo], Greenwood Village, CO, 80111

Get directions

History

Regulatory History (1)
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.
Criminal
August 2016
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2023 - Present · 2 yrs 10 mos
State Registrations2 states
CACO
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.
More Advisors
More financial advisors in Greenwood Village, CO →All financial advisors in Colorado →