David Justin Melnyk
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm 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
12 years in the industry.
- Osaic Institutions, Inc.Jul 2025 to now
- Ameriprise Financial Services, LLCNov 2020 to Jul 2025
- Grotto Ventures, LLCJan 2018 to Nov 2020
- Asset Advisors of America, LLCJun 2017 to Nov 2020
- Rwm Asset ManagementNov 2016 to Nov 2020
- Ruggie Wealth ManagementNov 2016 to Jan 2020
- Verus Wealth Management, LLCAug 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6290703
- Firm CRD
- 35371