MV
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$356K average
Assets Under Management
$10.7M
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Advisor Information
Office location
1000 5th Street, Suite 200, Miami Beach, FL, 33139
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Melissa works as a bookkeeper for the Law Offices of Aaron Resnick, P.A. This non-investment related activity takes about half of Melissa's time.
Employment History
Current Registrations
Allegiant Financial Advisors, LLC
July 2014 - Present · 11 yrs 6 mos
State Registrations2 states
FLMD
Advisor
Exams
No exam information available for this advisor.