Melissa Marie Raimundo
Investment adviser representative at First Manhattan Co. LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.1BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- First Manhattan Co. LLCAug 2025 to now
- Beacon TrustJul 2019 to Aug 2025
- Bbr PartnersJul 2018 to Jul 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors LLCMar 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
First Manhattan Co. LLC
$38.1BAssets managed
6,294Clients
66Advisers
49 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
- 6335031
- Firm CRD
- 325281