Melyna Kailee Young
Investment adviser representative at Bristol Wealth Group
11 yearsExperience
2 statesRegistered in
$985.6MFirm assets
2 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
11 years in the industry.
- Bristol Wealth GroupJun 2023 to now
- Private Client ServicesJun 2024 to Oct 2025
- Raymond James Financial Services Advisors, Inc.Jun 2023 to Jun 2024
- Bristol County Savings BankJul 2022 to May 2023
- Alan Siegel Financial ServicesAug 2021 to Jun 2022
- UnemployedMay 2021 to Jul 2021
- Ophthalmic Consultants of BostonSep 2019 to May 2021
- Liberty UniversityAug 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Bristol Wealth Group
Legal name: Rfg - Bristol Wealth Advisors, LLC
$985.6MAssets managed
885Clients
5Advisers
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
- 7418485
- Firm CRD
- 330145