Martin Herbert Mellman

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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

• 05/2000 → Present
  Royal Alliance Associates, Inc.
  Moorestown, NJ
• 03/2001 → Present
  Pleasant Valley Advisory
  Moorestown, NJ

Previous Registrations

• 2002-07-02 → 2017-11-02
  Pleasant Valley Advisors, Llc
  Moorestown, NJ

Other Businesses

1. MARTIN MELLMAN CPA, YES, 505 PLEASANT VALLEY AVE, MOORESTOWN, NJ 08057, OWNER/AGENT, 12/2000, 5, 5, SALES/ADMINISTRATIVE SERVICES 2. SINCE MAY 2000, A REGISTERED REPRESENTATIVE FOR ROYAL ALLIANCE ASSOCIATES, INC., AN INVESTMENT RELATED BUSINESS, LOCATED IN MOORESTOWN, NJ. APPROXIMATELY 4 HOURS PER MONTH IS DEVOTED TO THIS ENTITY; ALL OF THE TIME DURING SECURITY TRADING HOURS. 3. PLEASANT VALLEY ADVISORS, LLC; INVESTMENT RELATED; MANAGING MEMBER; 505 PLEASANT VALLEY AVE, MOORESTOWN, NJ 08057; START DATE 12/2000 ; 5 ; 5 ; GENERAL ADMIN, CLIENT TELEPHONE CALLS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-26
• S65 Uniform Investment Adviser Law Examination
  2000-03-03