Melissa Marie Montalvo
Investment adviser representative at Atticus Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$565.3MFirm 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 fee
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
16 years in the industry.
- Atticus Wealth ManagementJun 2025 to now
- Abundancia Wealth CorporationAug 2022 to now
- Lipari and Associates Investment ManagementMar 2024 to Jun 2025
- Helius Wealth ManagementAug 2023 to Mar 2024
- Raymond James Financial Services Advisors Inc.Jan 2019 to Jun 2025
- Raymond James Financial Services, Inc.Jan 2019 to Jun 2025
- Burke Financial StrategiesJan 2019 to Aug 2022
- Fidelity InvestmentsJun 2010 to Jan 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Atticus Wealth Management
Legal name: Atticus Wealth Management, LLC
$565.3MAssets managed
429Clients
8Advisers
8 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
- 5854815
- Firm CRD
- 296949