Melissa Murphy Pavone

Employer firm

Forefront CRD 308521

$240M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2013 → 09/2024
  Oppenheimer & Co
  Westhampton Beach, NY
• 09/2024 → Present
  Forefront
  Austin, TX
• 09/2024 → Present
  Mindful Financial Partners
  Westhampton Beach, NY

Previous Registrations

• 2014-02-19 → 2024-09-20
  Oppenheimer & Co. Inc.
  Hauppauge, NY
  Westhampton, NY

Other Businesses

1. Mindful Financial Partners; DBA for advisory work with Forefront RIA; Partner; Start Date: 09/2024; Hours/month: 1260; Hours/month during securities trading hours: 160; Duties: Perform advisor duties for Forefront under a different dba name. 2. Money Matters in Marriage; Not investment related; Westhampton Bays, NY; Opening communication in relationship around finances; Member; 07/2024; 20 hrs/month and 20 hrs/month during security trading hours; Assisting couples to open the lines of communication regarding money and finances. 3. Mindful Divorce Partners; Not investment related; Hampton Bays, NY; Divorce financial analysis; Founder; 12/2024; 20 hrs/month and 20 hrs/month during security trading hours

Exams

• S66 Uniform Combined State Law Examination
  2007-12-21
• S63 Uniform Securities Agent State Law Examination
  2006-08-24

Designations

• Certified Financial Planner

Other Names

• Melissa Murphy
• Meliss Pavone
• Melissa Ann Murphy
• Melissa Ann Pavone