Gregory Mark Melvin

Employer firm

Dartmouth Capital Advisors, Inc. CRD 105933

$168M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Dartmouth Capital Advisors, Inc.

Naples, FL • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	1996-05-07

PA RA
APPROVED

Since 1996-05-07

Branch Locations

Naples, FL • 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

Organization	City	State	From	To
Dartmouth Capital Advisors, Inc.	Wexford	PA	08/1995	Present
C. S. Mckee, L. P.	Pittsburgh	PA	10/2000	Present

08/1995 → Present

Dartmouth Capital Advisors, Inc.

Wexford, PA
10/2000 → Present

C. S. Mckee, L. P.

Pittsburgh, PA

Previous Registrations

2002-04-12 → 2020-10-27

C.S. Mckee, L.P.

Pittsburgh, PA
1996-05-07 → 2016-12-31

Dartmouth Capital Advisors, Inc.

Wexford, PA

Other Businesses

FIRST NATIONAL BANK (FORMERLY IRON AND GLASS BANK) 559 GRANT STREET PITTSBURGH, PA 15219 DIRECTOR ELECTED 1997 3 HOURS A MONTH DURING MARKET HOURS. DARTMOUTH CAPITAL ADVISORS, INC. 750 STONEGATE DRIVE WEXFORD, PA 15090 PRESIDENT 1 HOUR DAILY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-07-28

S65 Uniform Investment Adviser Law Examination

1995-07-28

Designations

Chartered Financial Analyst

View on SEC IAPD