Melissa Montalvo has been an investment adviser representative at Atticus Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Atticus Wealth Management, LLC is a Palm Beach Gardens, FL firm with $565M under management, 429 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Melissa Montalvo’s longest registration was 6 years at Strategic Advisers LLC (2011–2018). Before joining Atticus Wealth Management in 2025, Melissa Montalvo was registered through Raymond James Financial Services Advisors, Inc and Fidelity Personal and Workplace Advisors.
- Atticus Wealth ManagementCurrent– present · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 296949
- Raymond James Financial Services Advisors, Inc– · 6 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 149018
- Fidelity Personal and Workplace Advisors– · under a yearBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 6 yearsWayne, NJ · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Melissa Montalvo is registered as an investment adviser representative in Florida, since July 2025.
- FloridaSince 9 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 May 2011 |
| Series 7 | General Securities Representative Examination | 14 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Melissa Marie Montalvo
- CRD
- 5854815
- Firm
- Atticus Wealth Management · CRD 296949
- Office
- 11380 PROSPERITY FARMS ROAD, SUITE 201, Palm Beach Gardens, FL 33410
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Melissa Montalvo work?
Melissa Montalvo is an investment adviser representative registered through Atticus Wealth Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Melissa Montalvo a financial advisor?
Yes. Melissa Montalvo has a current investment-adviser registration in Florida, through Atticus Wealth Management since July 2025.
How many years of experience does Melissa Montalvo have?
Melissa Montalvo has 15 years in the financial industry, since December 2010, across 4 adviser firms.
What exams has Melissa Montalvo passed?
Melissa Montalvo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2010. FINRA credited Melissa Montalvo with the SIE, which began in October 2018.
Where did Melissa Montalvo work before Atticus Wealth Management?
Before Atticus Wealth Management, Melissa Montalvo was registered through Raymond James Financial Services Advisors, Inc, January 2019 to June 2025; Fidelity Personal and Workplace Advisors, July 2018 to January 2019; Strategic Advisers LLC, December 2011 to July 2018.
Where is Melissa Montalvo based?
Melissa Montalvo’s registered office is in Palm Beach Gardens, FL.
Is Melissa Montalvo registered with FINRA?
No. Melissa Montalvo has no current broker registration.
How can I verify Melissa Montalvo’s record?
Search CRD 5854815 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Montalvo’s full registration record.