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Branden Carney

Melone Private Wealth, LLC

Auburn Hills, MI

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Current Employers
Melone Private Wealth, Llc

3121 University Drive Suite 180, Auburn Hills, MI 48326 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-02-02
  • MI RA
    APPROVED
    Since 2021-02-02

Branch Locations

3121 University Drive Suite 180, Auburn Hills, MI 48326 • 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
Plante Moran Financial Advisors Portage MI 08/2016 10/2017
Portfolio Solutions Llc Troy MI 09/2018 11/2020
State Farm Insurance Rochester MI 12/2017 03/2018
Fratarcangeli Wealth Management Birmingham MI 03/2018 09/2018
Melone Private Wealth, Llc Auburn Hills MI 12/2020 Present
  • 08/2016 → 10/2017
    Plante Moran Financial Advisors
    Portage, MI
  • 09/2018 → 11/2020
    Portfolio Solutions Llc
    Troy, MI
  • 12/2017 → 03/2018
    State Farm Insurance
    Rochester, MI
  • 03/2018 → 09/2018
    Fratarcangeli Wealth Management
    Birmingham, MI
  • 12/2020 → Present
    Melone Private Wealth, Llc
    Auburn Hills, MI
Previous Registrations
Other Businesses

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-17
  • S65 Uniform Investment Adviser Law Examination
    2017-03-17
Designations
Other Names
  • Branden Russell Carney

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
GIBBS WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PREDMORE ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DANIEL THOMAS WISNIEWSKI
ANDREW SCOTT GRABINSKI
James R Smith
PATRICE LANELL JOSIENE SINCLAIR
John A Kulhavi
JASON LEE FIREK
John G Gaynor
Nancy Ann Smith

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · AUBURN HILLS, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Auburn Hills, MI
J.P. MORGAN SECURITIES LLC · AUBURN HILLS, MI
GIBBS WEALTH MANAGEMENT, LLC · Bloomfield Twp, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCHESTER HILLS, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
PREDMORE ADVISORS LLC · ROCHESTER HILLS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Auburn Hills, MI

More in Auburn Hills, MI

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