Melanie Martinez Mcdonald

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2007 → 05/2019
  Ubs Financial Services Inc.
  Miami, FL
• 06/2019 → 06/2020
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 06/2019 → 06/2020
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 01/2020 → 03/2026
  Pursuit Consulting, Llc
  Palm Beach Gardens, FL
• 06/2020 → Present
  Pursuit Wealth Management Llc
  Palm Beach Gardens, FL
• 03/2026 → Present
  Cary Street Partners Investment Advisory Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2020-07-07 → 2026-03-31
  Pursuit Wealth Managment Llc
  Palm Beach Gardens, FL
• 2019-06-04 → 2020-06-22
  Kovack Advisors, Inc.
  Palm Beach Gardens, FL
  Ft. Lauderdale, FL
• 2009-03-13 → 2019-06-27
  Ubs Financial Services Inc.
  Miami, FL
  Ft. Lauderdale, FL
  Weehawken, NJ
  Jacksonville, FL
  Palm Beach Gardens, FL

Other Businesses

1) PURSUIT CONSULTING, LLC - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS, FL; OWNER; NON-INVESTMENT RELATED: CONSULTING SERVICES; DUTIES INCLUDE RUNNING BUSINESS CONSULTING ANALYSIS FOR CORPORATE CLIENTS; DEVOTES APPROXIMATELY 1% OF TIME PER MONTH TO THESE DUTIES, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. 2) REAL ESTATE AGENT; JR REALTY & APPRAISING, LOCATED AT 6072 ROGER STREET, JUPITER, FL, 33458 (SOLELY TO COLLECT REFERRAL FEES FOR BUSINESS TRANSACTIONS REFERRED TO BUSINESS BROKERS); APRIL 2021; 2 HOURS PER MONTH; NON-INVESTMENT RELATED. 3) LICENSED INSURANCE AGENT - CAN EARN COMMISSION; ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AT THE TIME OF THE RECOMMENDATION.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-06

Designations

• Certified Financial Planner

Other Names

• Melanie Martinez