Melanie Pozorski has been an investment adviser representative at Lanier Financial Group since April 2024, and is not listed among the firm’s executive officers or direct owners. Melanie Pozorski holds a Bachelor's degree in Business Management from Silver Lake College.
Lanier Financial Group LLC is an Athens, GA firm with $236M under management, 240 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Melanie Pozorski is Operations Manager/Associate Advisor of Lanier Financial Group. Her goal is to optimize firm operations. Before joining Lanier Financial Group, she was the Operations Manager for a financial planning firm in Wisconsin.
Melanie Pozorski’s longest registration was 3 years at TCFG Investment Advisors, LLC (2020–2023). Before joining Lanier Financial Group in 2024, Melanie Pozorski was registered through TCFG Investment Advisors, LLC.
- Lanier Financial Group LLCCurrent– present · 2 yearsLebanon, OH · Adviser representative · Firm CRD 152945
- TCFG Investment Advisors, LLC– · 3 yearsManitowoc, WI · Adviser representative · Firm CRD 166606
Investment adviser representative registrations
Melanie Pozorski is registered as an investment adviser representative in Ohio, since April 2024.
- OhioSince 24 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Melanie Ann Pozorski
- CRD
- 6730287
- Firm
- Lanier Financial Group · CRD 152945
- Office
- Lebanon, OH
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanierfinancialgroup.com
Where does Melanie Pozorski work?
Melanie Pozorski is an investment adviser representative registered through Lanier Financial Group LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Melanie Pozorski a financial advisor?
Yes. Melanie Pozorski has a current investment-adviser registration in Ohio, through Lanier Financial Group since April 2024.
How many years of experience does Melanie Pozorski have?
Melanie Pozorski has 5 years in the financial industry, since March 2021, across 2 adviser firms.
What exams has Melanie Pozorski passed?
Melanie Pozorski passed the Series 65 in June 2020.
Where did Melanie Pozorski work before Lanier Financial Group?
Before Lanier Financial Group, Melanie Pozorski was registered through TCFG Investment Advisors, LLC, June 2020 to July 2023.
Where is Melanie Pozorski based?
Melanie Pozorski’s registered office is in Lebanon, OH.
Is Melanie Pozorski registered with FINRA?
No. Melanie Pozorski has no current broker registration.
How can I verify Melanie Pozorski’s record?
Search CRD 6730287 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melanie Pozorski’s full registration record.
