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Maxwell Meloro, portrait

Maxwell Meloro

Investment adviser representative at Market Street Wealth Management in West Chester, PA

Investment adviser and broker registrationsUpdated

Maxwell Meloro is an investment adviser representative at Market Street Wealth Management, LLC, an investment adviser managing $837M, and works from its West Chester, PA office. Maxwell Meloro has been registered through Market Street Wealth Management since 31 August 2026, has 0 years in the industry across 1 firm and has passed the SIE, Series 7TO and Series 66.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Maxwell Meloro has been an investment adviser representative at Market Street Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners. Maxwell Meloro studied Smeal College of Business at Penn State University.

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.

Max Meloro is a Financial Advisor of Market Street Wealth Management. He worked with the firm while in college, gaining experience across several areas and through multiple tax seasons, and later joined full-time as a Financial Advisor. His work includes investment management, retirement planning, tax-efficient strategies and overall financial planning.

  1. – present · under a year
    West Chester, PA · Adviser representative · Firm CRD 155157

Credentials and registrations

Investment adviser representative registrations

Maxwell Meloro is registered as an investment adviser representative in Pennsylvania, since August 2026.

  • PennsylvaniaSince 31 August 2026

Examinations

Series 6614 August 2026
Name
Uniform Combined State Law Examination
Series 7TO4 February 2026
Name
General Securities Representative Examination
SIE20 August 2025
Name
Securities Industry Essentials Examination

Key facts

Full name
Maxwell Joseph Meloro
CRD
8140754
Office
999 WEST CHESTER PIKE, SUITE 202, West Chester, PA 19382
Registration
Investment adviser and broker registrations
In the industry since
February 2026
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Maxwell Meloro work?

Maxwell Meloro is an investment adviser representative registered through Market Street Wealth Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Maxwell Meloro a financial advisor?

Yes. Maxwell Meloro has a current investment-adviser registration in Pennsylvania, through Market Street Wealth Management since August 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Maxwell Meloro have?

Maxwell Meloro has 0 years in the financial industry, since February 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Maxwell Meloro passed?

Maxwell Meloro has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Maxwell Meloro based?

Maxwell Meloro’s registered office is in West Chester, PA.

Source: IAPD individual record, checked 24 October 2026

Is Maxwell Meloro registered with FINRA?

Yes. Maxwell Meloro has a current broker registration, under CRD 8140754.

Source: FINRA BrokerCheck

How can I verify Maxwell Meloro’s record?

Search CRD 8140754 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Maxwell Meloro’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Market Street Wealth Management

Sources

  1. IAPD individual record, CRD 8140754, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Market Street Wealth Management, LLC, filed 5 March 2026. Executive officers and direct owners; this person is not among them.
  3. Market Street Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.