Melinda Brown Warren

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 09/2022
  Raymond James & Associates, Inc
  Richmond, VA
• 09/2022 → 11/2022
  Morgan Stanley
  Richmond, VA
• 11/2022 → 09/2023
  Raymond James Financial Services, Inc.
  Richmond, VA
• 11/2022 → 09/2023
  Raymond James Financial Services Advisors, Inc.
  Richmond, VA
• 11/2022 → 09/2023
  Z3Capital Partners
  Richmond, VA
• 09/2023 → Present
  Raymond James & Associates
  Richmond, VA

Previous Registrations

• 2022-11-18 → 2023-09-11
  Raymond James Financial Services Advisors, Inc
  Richmond, VA
  Midlothian, VA
  Richmond, VA
• 2022-09-29 → 2022-11-17
  Morgan Stanley
  Richmond, VA
• 2015-08-11 → 2022-09-20
  Raymond James & Associates, Inc.
  Virginia Beach, VA
  St. Petersburg, FL
  Richmond, VA
  Richmond, VA
  St. Petersburg, FL
• 2009-11-18 → 2015-08-12
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Roanoke, VA
  Scottsdale, AZ
  St. Louis, MO
• 2008-03-07 → 2009-01-21
  Edelman Financial Advisors Llc
  Richmond, VA
  Fairfax, VA

Exams

• S66 Uniform Combined State Law Examination
  2001-06-08

Other Names

• Melinda Warren Dunn
• Melinda Warren Saufley