Melanie Ann Pozorski
Investment adviser representative at Lanier Financial Group LLC
11 yearsExperience
1 stateRegistered in
$236.2MFirm assets
2 yearsFirm in business
Are you Melanie Ann Pozorski? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Lanier Financial Group LLCSep 2023 to now
- Michael E. Halla & AssociatesDec 2016 to Aug 2023
- Eggers IndustriesSep 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Lanier Financial Group LLC
$236.2MAssets managed
240Clients
6Advisers
2 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
- 6730287
- Firm CRD
- 152945