Melissa Tsaggaris Corso

Employer firm

Jms Capital Group Wealth Services, LLC CRD 281325

$174M regulatory AUM

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:

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

Current Employers

Employment History

• 05/2010 → 01/2017
  Private Wealth Advisors, Inc.
  Pittsburgh, PA
• 05/2010 → 09/2017
  Pwa Securities, Inc.
  Pittsburgh, PA
• 08/2015 → Present
  Jms Capital Group Wealth Services, Llc
  Pittsburgh, PA

Previous Registrations

• 2011-01-28 → 2017-06-08
  Pwa Wealth Management
  Greensburg, PA

Other Businesses

Independent Insurance Agent

Exams

• S66 Uniform Combined State Law Examination
  2011-01-14
• S63 Uniform Securities Agent State Law Examination
  1999-07-22

Other Names

• Melissa Lee Tsaggaris
• Melissa Lee Monti
• Melissa Lee Tsaggaris
• Melissa Lee Monti-Tsaggaris
• Melissa Tsaggaris Corso
• Melissa Monti Tsaggaris