Nicholas Vincent Mellone
Investment adviser representative at Captrust
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm 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 assetsHourlyFixed or flat feePerformance-based
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
13 years in the industry.
- CaptrustMar 2023 to now
- Capfinancial Partners LLC (captrust)Feb 2023 to now
- Dj Wealth Systems, LLCMay 2021 to Feb 2023
- Cresset CapitalDec 2018 to Apr 2021
- Pagnatokarp Partners, LLCDec 2018 to Jun 2020
- Cjm Wealth AdvisorsSep 2017 to Nov 2018
- John Hancock FundsSep 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 5815011
- Firm CRD
- 175112