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MA

Melanie Ann Pozorski

Investment Adviser Representative at LANIER FINANCIAL GROUP LLC

Lebanon, OHCRD #6730287Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Melanie Ann Pozorski has worked in the securities industry since 2021. They have passed the Series 65 examination. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Ohio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/18/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0001.50%
$500,001-$1,500,0001.25%
$1,500,001-$3,000,0001.10%
$3,000,001-$5,000,0001.00%
$5,000,001-$10,000,0000.85%
$10,000,001+
Non-discretionary (all sizes)0.50%
Source

Lanier Financial Group LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LANIER FINANCIAL GROUP LLCCurrent
4/24/2024Lebanon, OH
TCFG INVESTMENT ADVISORS, LLC
6/18/20207/12/2023Manitowoc, WI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LANIER FINANCIAL GROUP LLC

5 other advisors in the directory

View LANIER FINANCIAL GROUP LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melanie Ann Pozorski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Melanie Ann Pozorski - Financial Advisor in Lebanon, OH | AdvisorFinder