Melissa Rae Machlitt
Investment adviser representative at Osaic Wealth, Inc.
31 yearsExperience
5 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Osaic Wealth, Inc.Apr 2021 to now
- Advisornet Financial Inc. dba Advisornet Financial PartnersApr 2019 to May 2021
- Advisornet Wealth ManagementJan 2017 to May 2021
- Advisornet Financial Inc. dba Jra FinancialJan 2017 to Mar 2020
- Cetera Advisor NetworksJan 2013 to May 2021
- Jra Financial AdvisorsMay 1995 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 5 states (FL, GA, MN, MT, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2416124
- Firm CRD
- 23131