Best Investors Account Sign in
Inactive

Chad A Melcher

Intrinsic Investors LLC

Wauwatosa, WI

CRD 5115141

Claim This Profile
Employer firm

Intrinsic Investors LLC CRD 111968

$129M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Intrinsic Investors Llc

1200 N Mayfair Rd Suite 330, Wauwatosa, WI 53226 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-11-09
  • WI RA
    APPROVED
    Since 2018-11-09

Branch Locations

1200 N Mayfair Rd Suite 330, Wauwatosa, WI 53226 • 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
Intrinsic Investors, Llc Wauwatosa WI 08/2005 Present
Other Businesses

NOTARY PUBLIC AT BRANCH LOCATION, NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-15
S63 Uniform Securities Agent State Law Examination 2008-04-29
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
  • S63 Uniform Securities Agent State Law Examination
    2008-04-29

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
CURI CAPITAL, LLC

Nearby Investors

FRANK ANTHONY MULARZ III
Alicia Brooke Lantz
Andrew Lee Kroll

Nearby Offices

LPL FINANCIAL LLC · WAUWATOSA, WI
U.S. BANCORP ADVISORS, LLC · Wauwatosa, WI
CURI CAPITAL, LLC · Milwauikee, WI

More in Wauwatosa, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor