Melissa Anne Imbrogno
Investment adviser representative at Rai Wealth
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$530.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Rai WealthMar 2023 to now
- Private Client ServicesMar 2023 to now
- Securities America AdvisorsOct 2017 to Mar 2023
- Securities America, Inc.Oct 2017 to Mar 2023
- National Planning CorporationMar 2009 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rai Wealth
Legal name: Brown Wealth Management, LLC
$530.8MAssets managed
450Clients
6Advisers
3 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
- 5651851
- Firm CRD
- 324695