Best Investors Account Sign in
Inactive

Melissa Lauren Weisz

Corient

Morristown, NJ

Claim This Profile
Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-11-21
TX RA APPROVED 2023-11-21
NJ RA APPROVED 2022-12-14
  • NY RA
    APPROVED
    Since 2023-11-21
  • TX RA
    APPROVED
    Since 2023-11-21
  • NJ RA
    APPROVED
    Since 2022-12-14

Branch Locations

60 Columbia Road Building A, Suite 300, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wechter Feldman Wealth Management, Inc. Parsippany NJ 09/2004 02/2017
Corient Morristown NJ 12/2022 Present
Regentatlantic Morristown NJ 02/2017 03/2023
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 09/2004 → 02/2017
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
  • 12/2022 → Present
    Corient
    Morristown, NJ
  • 02/2017 → 03/2023
    Regentatlantic
    Morristown, NJ
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2017-03-21 → 2023-03-31
    Regentatlantic
    Morristown, NJ
  • 2012-03-29 → 2017-02-13
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
LPL FINANCIAL LLC
KIELY CAPITAL MANAGEMENT, INC.
MML INVESTORS SERVICES, LLC
EQUITABLE ADVISORS, LLC
HIMCO, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Jason Phillip Beswick
Eric Lee Brubaker
FRANK Charles WARD
THOMAS PATRICK ZINCKGRAF
BERNARD MARK KIELY
YVONNE CICETTI KIELY
WILLIAM MOUQUIN WEISS
JOSEPH HENDRICK

Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor