Paul Meloan has been Member/Chief Compliance Officer of Aegis Wealth Management since July 2005, is a control person of the firm and directly owns between 25% and 50% of it.
Aegis Wealth Management LLC is a Bethesda, MD firm with $744M under management, 123 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Paul Meloan’s longest registration was 18 years at Aegis Wealth (2005–2024).
- Chain Bridge Advisors, LLC– · 2 yearsChevy Chase, MD · Adviser representative · Firm CRD 118195
Examinations
No examinations are on Paul Meloan’s record.
- Full name
- Paul Adair Meloan
- CRD
- 4486981
- Firm
- Aegis Wealth Management · CRD 134429
- Role
- Member/Chief Compliance Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Meloan work?
Paul Meloan has been Member/Chief Compliance Officer of Aegis Wealth Management LLC since July 2005, and is a control person of the firm.
Does Paul Meloan have a current investment-adviser registration?
Paul Meloan has no current investment-adviser or broker registration.
Where was Paul Meloan previously registered as an investment adviser?
Paul Meloan has past investment-adviser registrations through Aegis Wealth, October 2005 to January 2024; Chain Bridge Advisors, LLC, January 2002 to December 2004, across 2 firms.
Is Paul Meloan registered with FINRA?
No. Paul Meloan has no current broker registration.
How can I verify Paul Meloan’s record?
Search CRD 4486981 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Meloan’s full registration record.
