Melissa Alene Pinkerton
Investment adviser representative at Belleair Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$111.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Manning & Napier Advisors, LLCJul 2026 to now
- Belleair Wealth Management, LLCJun 2023 to now
- UnemployedJul 2021 to Jun 2023
- Mercer Global Advisors Inc.Jul 2018 to Jul 2021
- Raymond James & Associates, Inc.Jun 2006 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, HI).
Belleair Wealth Management, LLC
$111.2MAssets managed
150Clients
5Advisers
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
- 4667685
- Firm CRD
- 131666