Andreas Juris Melzer
Investment adviser representative at Torrey Wealth, LLC
10 yearsExperience
1 stateRegistered in
$176.7MFirm assets
4 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
Experience
10 years in the industry.
- Torrey Wealth, LLCApr 2026 to now
- Charles Schwab & Co., Inc.Mar 2022 to Apr 2026
- Charles Schwab Bank, SsbMar 2022 to Apr 2026
- TD Ameritrade InstitutionalMar 2018 to Jun 2024
- UnemployedJan 2018 to Mar 2018
- AXA Advisors, LLCJun 2017 to Jan 2018
- Foresters FinancialMay 2017 to May 2017
- UnemployedDec 2016 to May 2017
- IupsDec 2016 to Dec 2016
- Morgan StanleyMar 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Torrey Wealth, LLC
$176.7MAssets managed
77Clients
2Advisers
4 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
- 5853638
- Firm CRD
- 310688