MELISSA MARIE MONTALVO is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with ATTICUS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ATTICUS WEALTH MANAGEMENT, LLC | 2025-07-09 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2019-01-24 | 2025-06-16 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-01-31 | — |
| STRATEGIC ADVISERS LLC | 2011-12-06 | 2018-07-13 | — |