Melissa F Diamond

Employer firm

North Star Investment Management Corporation CRD 117681

$2.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2003 → 10/2016
  North Star Investment Services, Inc.
  Chicago, IL
• 10/2016 → Present
  Newedge Securities, Inc.
  Chicago, IL
• 12/2004 → Present
  North Star Investment Management Corp.
  Chicago, IL

Previous Registrations

• 2003-07-10 → 2003-07-16
  North Star Investment Services, Inc.
  Highland Park, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. NORTH STAR INVESTMENT MANAGEMENT CORPORATION~INVESTMENT RELATED~332 SKOKIE VALLEY ROAD, #221, HIGHLAND PARK, IL 60035~RIA~DIRECTOR OF TRADING~DECEMBER 2004~160HRS PER MONTH~130HRS PER MONTH DURING THE MARKET~EXECUTE EQUITY AND FIXED INCOME TRADES FOR FIRM 2. NEWEDGE SECURITIES, INC*Yes Invest*PITTSBURGH, PA*Registered representative*Registered broker dealer*11/1/16*160 Per mnth/160 during trade*investment services

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1998-07-16

Other Names

• Melissa F Diamond
• Melissa Anne Fishbein