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Melissa Ann Long
MELISSA ANN ALBER, MELISSA LONG, MELISSA ANN PRICE, MELISSA PRICE
CRD#: 2817410
IA
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CRESSET ASSET MANAGEMENT, LLCCRD#: 288566 1900 Reston Metro Plaze
Suite 900
Reston, VA 20190
Suite 900
Reston, VA 20190
0
Disclosures
27
Years of Experience
View By:
State Registrations
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Virginia 9/16/2020
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Registered with this firm since 9/16/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/04/2017 - 09/17/2020 | MCLEAN, VA | |
B | 10/04/2017 - 09/17/2020 | MCLEAN, VA | |
IA | 12/11/2013 - 10/16/2017 | MCLEAN, VA | |
B | 12/11/2013 - 10/16/2017 | MCLEAN, VA | |
IA | 06/25/2012 - 11/18/2013 | RESTON, VA | |
B | 06/25/2012 - 11/18/2013 | RESTON, VA | |
IA | 07/27/2011 - 06/25/2012 | HAGERSTOWN, MD | |
B | 07/27/2011 - 06/25/2012 | NEW YORK, NY | |
IA | 11/14/2005 - 06/24/2011 | BALTIMORE, MD | |
B | 11/24/2004 - 06/24/2011 | VIENNA, VA | |
B | 01/15/2004 - 11/29/2004 | NEW YORK, NY | |
B | 04/10/2000 - 08/22/2003 | NEW YORK, NY | |
B | 07/30/1999 - 03/29/2000 | NEW YORK, NY | |
B | 11/23/1998 - 05/06/1999 | WEEHAWKEN, NJ | |
B | 12/24/1996 - 01/29/1999 | JERSEY CITY, NJ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.