Melissa Marie Raimundo

Employer firm

First Manhattan Co. LLC CRD 325281

$38.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  New York, NY
• 07/2018 → 07/2019
  Bbr Partners
  New York, NY
• 07/2019 → 08/2025
  Beacon Trust
  Morristown, NJ
• 08/2025 → Present
  First Manhattan Co.
  New York, NY

Previous Registrations

• 2019-09-12 → 2025-08-04
  Beacon Trust
  Morristown, NJ
• 2016-04-22 → 2018-07-11
  Wells Fargo Clearing Services, Llc
  New York, NY
  New York, NY

Other Businesses

Owns rental properties in New Jersey, purchased in 2015 and 2021 (not investment-related). Approximately 1 hour per month is devoted to business which is outside of securities trading hours. Receives rental income from these properties.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-28
• S63 Uniform Securities Agent State Law Examination
  2014-08-12

Designations

• Certified Financial Planner

Other Names

• Melissa Raimundo