Mel Robert Hertz

Current Employers

The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2025-01-01

HI RA
APPROVED

Since 2025-01-01

Branch Locations

Kailua, HI • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond Yes
Judgment / lien No
Investigation Yes
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
The Strategic Financial Alliance, Inc.	Atlanta	GA	10/2003	Present
The Retirement Coach	Honolulu	HI	05/1999	05/2023

10/2003 → Present

The Strategic Financial Alliance, Inc.

Atlanta, GA
05/1999 → 05/2023

The Retirement Coach

Honolulu, HI

Previous Registrations

1992-01-02 → 2003-11-18

Ifg Advisory Services Inc

Honolulu, HI

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-04-21

S63 Uniform Securities Agent State Law Examination

1987-04-21