Melissa Kristine Perez-leblanc
Investment adviser representative at Anchor & Oak Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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
Experience
11 years in the industry.
- Anchor & Oak Wealth Advisors, LLCJun 2026 to now
- Global Investment AdvisoryDec 2025 to Jun 2026
- Girard SecuritiesJan 2015 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Anchor & Oak Wealth Advisors, LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn 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
- 3227323
- Firm CRD
- 342544