Melanie Simons is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2024-10-21 | present | Yes |
| CHEVY CHASE TRUST COMPANY | 2023-03-01 | 2024-09-30 | — |
| REFRAME WEALTH, LLC | 2021-04-02 | 2022-12-31 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2013-04-19 | 2020-11-13 | — |
| MCLEAN ASSET MANAGEMENT CORPORATION | 2012-05-04 | 2013-03-14 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-05-02 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-05-12 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-09-13 | 2006-05-11 | — |