Melanie Sheldon Carvalho

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2023 → Present
  Lpl Financial Llc
  Huntington Beach, CA
• 02/2023 → 09/2023
  California Cemetery And Funeral Services, Llc
  Santa Ana, CA
• 01/2022 → 02/2023
  Unemployed
  Fountain Valley, CA
• 08/2020 → 01/2022
  Seven Gables Real Estate
  Huntington Beach, CA
• 03/2020 → 08/2020
  Unemployed
  Fountain Valley, CA
• 06/2019 → 03/2020
  Securities America
  Huntington Beach, CA
• 09/2005 → 06/2019
  Peninsula School, Ltd.
  Menlo Park, CA

Other Businesses

1- 09/2023 / Elite Financial Network / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 120 HRS MNTH / 4 HRS DURING TRADING 2- 11/15/2024 - S-Corp - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 30 Hours per Month/ 20 Hours During Trading 3- 02/18/2026 - Melanie Carvalho - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 02/17/2026 - 4 hours per month/ 2 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26

Other Names

• Melanie Suzanne Sheldon
• Melanie Sheldon Carvalho