Mark Meloro has been Managing Member of Market Street Wealth Management since September 2010, is a control person of the firm and directly owns under 5% of it.
Market Street Wealth Management, LLC is a West Chester, PA firm with $837M under management, 1,052 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Mark Meloro is a Partner of Market Street Wealth Management. He has over 25 years of experience in the financial industry, with a background that includes roles at Vanguard, ING Annuity & Life Insurance and in the banking industry. His areas cover income planning, investment management, tax, insurance and financial estate planning.
Mark Meloro’s longest registration is the current one, 15 years at Market Street Wealth Management since 2010. Before joining Market Street Wealth Management in 2010, Mark Meloro was registered through USA Financial Securities Corporation and Princor Financial Services Corporation.
- – present · 15 yearsWest Chester, PA · Adviser representative · Firm CRD 155157
- USA Financial Securities Corporation– · 4 yearsBala Cynwyd, PA · Adviser representative · Firm CRD 103857
- Princor Financial Services Corporation– · under a yearWest Chester, PA · Adviser representative · Firm CRD 1137
- First Montauk Securities Corp.– · 1 yearChadds Ford, PA · Adviser representative · Firm CRD 13755
Investment adviser representative registrations
Mark Meloro is registered as an investment adviser representative in Pennsylvania, since November 2010.
- PennsylvaniaSince 18 November 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2002 |
| Series 7 | General Securities Representative Examination | 29 April 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 August 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 3261100
- Firm
- Market Street Wealth Management · CRD 155157
- Role
- Managing Member
- Office
- 999 WEST CHESTER PIKE, SUITE 202, West Chester, PA 19382
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- marketstreetwealth.net
Where does Mark Meloro work?
Mark Meloro has been Managing Member of Market Street Wealth Management, LLC since September 2010, and is a control person of the firm.
Is Mark Meloro a financial advisor?
Yes. Mark Meloro has a current investment-adviser registration in Pennsylvania, through Market Street Wealth Management since November 2010.
How many years of experience does Mark Meloro have?
Mark Meloro has 27 years in the financial industry, since October 1999, across 4 adviser firms.
What exams has Mark Meloro passed?
Mark Meloro has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1999. FINRA credited Mark Meloro with the SIE, which began in October 2018.
Where did Mark Meloro work before Market Street Wealth Management?
Before Market Street Wealth Management, Mark Meloro was registered through Princor Financial Services Corporation, April 2005 to December 2005; First Montauk Securities Corp., December 2002 to July 2004.
Where is Mark Meloro based?
Mark Meloro’s registered office is in West Chester, PA.
Is Mark Meloro registered with FINRA?
Yes. Mark Meloro has a current broker registration, under CRD 3261100.
Source: FINRA BrokerCheck
How can I verify Mark Meloro’s record?
Search CRD 3261100 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mark Meloro’s full registration record.
