Melanie Sheldon Carvalho
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCAug 2023 to now
- California Cemetery and Funeral Services, LLCFeb 2023 to Sep 2023
- UnemployedJan 2022 to Feb 2023
- Seven Gables Real EstateAug 2020 to Jan 2022
- UnemployedMar 2020 to Aug 2020
- Securities AmericaJun 2019 to Mar 2020
- Peninsula School, Ltd.Sep 2005 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4356640
- Firm CRD
- 6413