Best Investors Account Sign in
Inactive

Nicholas Vincent Mellone

Captrust

Ashburn, VA

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-20
  • VA RA
    APPROVED
    Since 2023-03-20

Branch Locations

44679 Endicott Drive, Ashburn, VA 20147 • 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
John Hancock Funds Boston MA 09/2013 08/2017
Cjm Wealth Advisors Fairfax VA 09/2017 11/2018
Pagnatokarp Partners, Llc Reston VA 12/2018 06/2020
Cresset Capital Reston VA 12/2018 04/2021
Dj Wealth Systems, Llc New York NY 05/2021 02/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2023 Present
  • 09/2013 → 08/2017
    John Hancock Funds
    Boston, MA
  • 09/2017 → 11/2018
    Cjm Wealth Advisors
    Fairfax, VA
  • 12/2018 → 06/2020
    Pagnatokarp Partners, Llc
    Reston, VA
  • 12/2018 → 04/2021
    Cresset Capital
    Reston, VA
  • 05/2021 → 02/2023
    Dj Wealth Systems, Llc
    New York, NY
  • 02/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-11-21
  • S63 Uniform Securities Agent State Law Examination
    2011-11-21
Designations
Other Names
  • Nicholas Mellone

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
LPL FINANCIAL LLC
MAI CAPITAL MANAGEMENT, LLC
ARBOR PRIVATE WEALTH, LLC
DIFFERENT INVESTMENTS, LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

CHRISTOPHER J THOMPSON
WILLIAM FROGALE
JOSEPH ALTSCHULER
DIEGO FIGUEROA
ALEXANDER MARTIN NEISHELL
ESTERLYN FERNANDEZ
ANNE K. BYERLY
ROBERT PATRICK TIGANI

Other Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA

More in Ashburn, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor