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SWEETMONEY

SWEET, MELISSA C.

CRD 174075

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 250 broker-dealer reps

Clients

101-250

Fees

Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planning

Client types

TypeClientsAUM
Individuals200—
High net worth individuals50—

All web addresses on file

Official SEC filing: View on IAPD