Chad Mello (CRD# 5355726) is an Investment Advisor Representative working at Ccm Investment Management, LLC in New Bedford, MA and has over 15 years of experience in the finance industry.
CRD# 2379174
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 1382177
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Insurance Services, Inc. | New Bedford, MA | Mar 2019 - Current | 5 |
| Ccm Investment Management, LLC | New Bedford, MA | Jan 2018 - Current | 6 |
| Sii Investments, Inc. | New Bedford, MA | May 2008 - Feb 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- MA
- RI
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts129ACCOUNTS
-
Average Account Value$123,196
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, RI
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