Melissa Estrich has been Chief Administrative Officer of Venture Visionary Partners since June 2019, is a control person of the firm and directly owns under 5% of it.
Venture Visionary Partners LLC is a Sylvania, OH firm with $5.24B under management, 2,810 clients and 18 advisers across 5 offices, as of its September 2026 filing.
Melissa Estrich’s longest registration was 8 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2003–2011). Before joining Venture Visionary Partners in 2021, Melissa Estrich was registered through UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 5 yearsSylvania, OH · Adviser representative · Firm CRD 304237
- UBS Financial Services Inc.– · 7 yearsSylvania, OH · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsToledo, OH · Adviser representative · Firm CRD 7691
- Citigroup Global Markets Inc.– · 3 yearsToledo, OH · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Melissa Estrich is registered as an investment adviser representative in Ohio, since January 2021.
- OhioSince 6 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 February 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 1996 |
| Series 7 | General Securities Representative Examination | 16 November 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Melissa Jo Estrich
- CRD
- 2593813
- Firm
- Venture Visionary Partners · CRD 304237
- Role
- Chief Administrative Officer
- Office
- 5520 MONROE STREET, SUITE B, Sylvania, OH 43560
- Registration
- Investment adviser registration
- In the industry since
- May 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Melissa Estrich work?
Melissa Estrich has been Chief Administrative Officer of Venture Visionary Partners LLC since June 2019, and is a control person of the firm.
Is Melissa Estrich a financial advisor?
Yes. Melissa Estrich has a current investment-adviser registration in Ohio, through Venture Visionary Partners since January 2021.
How many years of experience does Melissa Estrich have?
Melissa Estrich has 30 years in the financial industry, since May 1996, across 4 adviser firms.
What exams has Melissa Estrich passed?
Melissa Estrich has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in November 1995. FINRA credited Melissa Estrich with the SIE, which began in October 2018.
Where did Melissa Estrich work before Venture Visionary Partners?
Before Venture Visionary Partners, Melissa Estrich was registered through UBS Financial Services Inc., December 2011 to May 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2003 to December 2011; Citigroup Global Markets Inc., December 1999 to June 2003.
Where is Melissa Estrich based?
Melissa Estrich’s registered office is in Sylvania, OH.
Is Melissa Estrich registered with FINRA?
No. Melissa Estrich has no current broker registration.
How can I verify Melissa Estrich’s record?
Search CRD 2593813 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Estrich’s full registration record.
