Melissa Susan Mulloy-Mecozzi

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL 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

• 12/2014 → 05/2022
  Raymond James Financial Services, Inc
  Andover, MA
• 12/2014 → Present
  Steward Partners Global Advisory, Llc
  Andover, MA
• 01/2016 → Present
  Steward Partners Investment Advisory, Llc
  Andover, MA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Andover, MA

Previous Registrations

• 2015-07-28 → 2016-12-08
  Raymond James Financial Services Advisors, Inc
  Andover, MA
• 2014-03-03 → 2014-12-02
  Morgan Stanley
  Danvers, MA
  Middleton, MA

Other Businesses

(1)Name of Business: Massachusetts Institute of Technology Address: Mass Ave, Cambridge, MA, 02138, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 12/01/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Head Coach Rifle (2)Name of Business: NA Melissa Mulloy-Mecozzi and Grant Mecozzi Address: 5 Lampton dr. , derry, NH, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/30/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Keeping a clean and safe living environment (3)Name of Business: Steward Partners Investment Advisory LLC Address: 300 Brickstone Sq Ste 1006, Andover, MA, 01810, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/14/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client Administrative Manager (4) Name of Business: MIT Rifle - Conference MAC (Mid Atlantic Rifle Conference); City/State: Cambridge, MA; Activity Type: Part-Time Employment/Volunteer/Other; Position/Title: Score Reporting/Stats; Investment-related: No; Start Date: 10/29/2025; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Collect and email score reports weekly during the season at the conclusion of each weekend.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-18

Other Names

• Melissa Susan Mulloy
• Melissa Mulloy-Mecozzi