Gregory Melvin has been President, Chief Compliance Officer, Owner of Dartmouth Capital Advisors since July 1995, is a control person of the firm and directly owns between 50% and 75% of it.
Dartmouth Capital Advisors, Inc. is a firm with $168M under management, 15 clients and 1 adviser in one office, as of its July 2026 filing.
Gregory Melvin’s longest registration is the current one, 30 years at Dartmouth Capital Advisors since 1996.
- C.S. McKee, L.P.– · 18 yearsPittsburgh, PA · Adviser representative · Firm CRD 119167
- – present · 30 yearsNaples, FL · Adviser representative · Firm CRD 105933
Investment adviser representative registrations
Gregory Melvin is registered as an investment adviser representative in Pennsylvania, since May 1996.
- PennsylvaniaSince 7 May 1996
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 December 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Mark Melvin
- CRD
- 1332096
- Firm
- Dartmouth Capital Advisors · CRD 105933
- Role
- President, Chief Compliance Officer, Owner
- Office
- Naples, FL
- Registration
- Investment adviser registration
- In the industry since
- May 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Melvin work?
Gregory Melvin has been President, Chief Compliance Officer, Owner of Dartmouth Capital Advisors, Inc. since July 1995, and is a control person of the firm.
Is Gregory Melvin a financial advisor?
Yes. Gregory Melvin has a current investment-adviser registration in Pennsylvania, through Dartmouth Capital Advisors since May 1996.
How many years of experience does Gregory Melvin have?
Gregory Melvin has 30 years in the financial industry, since May 1996, across 2 adviser firms.
What exams has Gregory Melvin passed?
Gregory Melvin has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in December 1984.
Where is Gregory Melvin based?
Gregory Melvin’s registered office is in Naples, FL.
Is Gregory Melvin registered with FINRA?
No. Gregory Melvin has no current broker registration.
How can I verify Gregory Melvin’s record?
Search CRD 1332096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Melvin’s full registration record.