Chad Clayton Mello

Employer firm

Ccm Investment Management, LLC CRD 290483

$20.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INSURANCE SALES

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

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

Current Employers

Employment History

• 05/2008 → 02/2018
  Sii Investments, Inc
  New Bedford, MA
• 01/2018 → Present
  Ccm Investment Management, Llc
  New Bedford, MA
• 03/2019 → Present
  Integrated Insurance Services, Inc.
  New Bedford, MA

Previous Registrations

• 2008-10-07 → 2018-02-14
  Sii Investments, Inc.
  New Bedford, MA

Other Businesses

* Integrated Insurance Services, Inc. * Investment Related (non-variable insurance) * 651 Orchard St. Suite 204A, New Bedford, MA 02744 * Insurance Brokerage * Owner * Start date: 3/2019 * Time spent is negligible. Approximately 1 hour per year. * This business receives "trail" insurance commissions for non-variable insurance policies sold before I became the owner in 2019. This business does not engage in the sale of new policies. * I have no duties other than maintaining proper licenses and filing annual taxes.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-26

Designations

• Chartered Financial Analyst