Melissa Marie Montalvo
Investment Adviser Representative at Atticus Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melissa Marie Montalvo is an investment adviser representative with Atticus Wealth Management in Palm Beach Gardens, FL, where they have been registered since 2025. They have worked in the securities industry since 2010 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsJun 2010 – Jan 2019Paramus, NJ
- Raymond James Financial Services, Inc.Jan 2019 – Jun 2025Iselin, NJ
- Raymond James Financial Services Advisors Inc.Jan 2019 – Jun 2025Iselin, NJ
- Burke Financial StrategiesJan 2019 – Aug 2022Iselin, NJ
- Abundancia Wealth CorporationAug 2022 – no end date reportedNorth Palm Beach, FL
- Helius Wealth ManagementAug 2023 – Mar 2024Palm Beach Gardens, FL
- Lipari and Associates Investment ManagementMar 2024 – Jun 2025North Palm Beach, FL
- Atticus Wealth ManagementJun 2025 – no end date reportedPalm Beach Gardens, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Atticus Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Atticus offers investment services, wealth management and retirement planning, corporate retirement and institutional services, charitable giving and philanthropy strategies, and estate and trust planning. The firm coordinates with clients' attorneys, accountants, and other professionals to provide a comprehensive and concierge experience.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Palm Beach Gardens, FL
- Founded:
- 2018
- SEC file number:
- 801-113424
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 22, 2026
View full firm profileOther advisors at Atticus Wealth Management
7 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melissa Marie Montalvo 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.
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