Melissa Ellen Walsh

Current Employers

Employment History

• 05/2014 → 09/2017
  Samuel Financial
  Waltham, MA
• 09/2017 → 12/2017
  Unemployed
  Sarasota, FL
• 01/2018 → 06/2021
  Allegiant Private Advisors
  Sarasota, FL
• 07/2021 → Present
  Clarity Financial Design
  Sarasota, FL
• 08/2021 → Present
  Melissa Walsh
  Sarasota, FL

Previous Registrations

• 2020-10-12 → 2021-07-29
  Allegiant Private Advisors, Llc
  Sarasota, FL
• 2018-01-18 → 2020-09-28
  Commonwealth Financial Network
  Sarasota, FL
• 2014-05-27 → 2017-09-07
  Commonwealth Financial Network
  Braintree, MA
• 2013-01-04 → 2014-05-08
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2011-02-01 → 2012-12-06
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

the name of the other business: MELISSA WALSH whether the business is investment-related: YES the address of the other business: 2330 Palm Terrace Sarasota FL 34231 the nature of the other business: Consulting for fintech and family office firms your position: independent consultant title, or relationship with the other business: consultant the start date of your relationship: 08/2021 the approximate number of hours/month you devote to the other business: approximately 10 hours/month the number of hours you devote to the other business during securities trading hours: <4 and briefly describe your duties relating to the other business: advising on financial planning tool development, working on analyst reviews of securities-related research and calls.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-05

Designations

Other Names

• Melissa Ellen Bradley
• Melissa Ellen Bradley