MAX JOSEPH MELTZER is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2021-01-04 | present | Yes |
| WEALTHSPIRE ADVISORS | 2015-09-22 | 2020-12-31 | — |
| HIGHLINE WEALTH MANAGEMENT, LLC | 2014-11-18 | 2015-12-16 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2012-01-12 | 2014-11-11 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2010-12-15 | 2012-01-30 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-09-22 | 2010-11-09 | — |
| LEHMAN BROTHERS INC. | 2007-12-07 | 2008-10-07 | — |