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Melissa Lynn Trapp

Commonwealth Financial Network

Providence, RI

Warwick, RI

Cranston, RI

CRD 1826874

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-27
RI RA APPROVED 2011-07-25
  • TX RA
    APPROVED_RES
    Since 2026-03-27
  • RI RA
    APPROVED
    Since 2011-07-25

Branch Locations

1 Turks Head Place 16Th Floor, Providence, RI 02903 • United States

1300 Warwick Avenue, Warwick, RI 02888 • United States

1047 Park Avenue, Cranston, RI 02910 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of Rhode Island Providence RI 09/2000 Present
Commonwealth Financial Network Waltham MA 12/2000 Present
Commonwealth Financial Network Waltham MA 12/2000 Present
Other Businesses

Fixed insurance sales; as of 2002; Less than 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-26
S63 Uniform Securities Agent State Law Examination 1988-06-03
  • S65 Uniform Investment Adviser Law Examination
    2011-05-26
  • S63 Uniform Securities Agent State Law Examination
    1988-06-03
Other Names
  • Melissa Lynn Trapp
  • Melissa Lynn Trapp
  • Melissa Lynn Mulhearn
  • Melissa Lynn Mulhearn

View on SEC IAPD

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