Melissa Marie Montalvo

Current Employers

Employment History

• 06/2010 → 01/2019
  Fidelity Investments
  Paramus, NJ
• 01/2019 → 06/2025
  Raymond James Financial Services, Inc.
  Iselin, NJ
• 01/2019 → 06/2025
  Raymond James Financial Services Advisors Inc.
  Iselin, NJ
• 01/2019 → 08/2022
  Burke Financial Strategies
  Iselin, NJ
• 08/2022 → Present
  Abundancia Wealth Corporation
  North Palm Beach, FL
• 08/2023 → 03/2024
  Helius Wealth Management
  Palm Beach Gardens, FL
• 03/2024 → 06/2025
  Lipari And Associates Investment Management
  North Palm Beach, FL
• 06/2025 → Present
  Atticus Wealth Management
  Palm Beach Gardens, FL

Previous Registrations

• 2019-01-24 → 2025-06-16
  Raymond James Financial Services Advisors, Inc
  Iselin, NJ
  Jupiter, FL
  Palm Beach Gardens, FL
  Iselin, NJ
  Palm Beach Gardens, FL
• 2018-07-13 → 2019-01-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-12-06 → 2018-07-13
  Strategic Advisers Llc
  Wayne, NJ
  Paramus, NJ

Other Businesses

~(1) Abundancia Wealth Corporation; Investment-related; Jupiter, FL 33477; Holding company for shares of AWM; President; Start Date: 08/15/2022; Hours per month devoted to this business: 81+; Hours per month devoted to this business during trading hours: 81+ ~ ~(2) Licensed Insurance Agent; Investment-related; Palm Beach Gardens, FL; Start Date: 01/2012; Approximately 5 hours/month devoted to this activity with all hours during securities trading hours. ~

Exams

• S66 Uniform Combined State Law Examination
  2011-05-26

Designations

Other Names

• Melissa Montalvo