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Flavio Nelson Medeiros

Success Wealth Management LLC

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About Flavio Nelson Medeiros

Flavio Nelson Medeiros is an investment advisor representative with Success Wealth Management LLC. Flavio is based in Wexford, Pennsylvania. Flavio has been in the industry for over 15 years. His previous experience includes working with Lincoln Investment, Wells Fargo Advisors, LLC, MML Investors Services, LLC, ProEquities, Inc., and UVEST Financial Services Group, Inc. Flavio specializes in Financial Planning and Portfolio Management. He is registered with the state of South Carolina.

Firm Information

Flavio Medeiros is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Flavio Medeiros’s Registration & Firm History

PA

02/07/2024 - Present

Success Wealth Management LLC (WEXFORD PA)

CT

12/18/2014 - 01/05/2016

LINCOLN INVESTMENT (FARMINGTON CT)

CT

05/07/2014 - 12/03/2014

WELLS FARGO ADVISORS, LLC (DANBURY CT)

CT

10/10/2013 - 04/30/2014

MML INVESTORS SERVICES, LLC (DANBURY CT)

NY

06/16/2010 - 10/30/2013

PROEQUITIES, INC. (EAST FISHKILL NY)

RI

10/18/2007 - 05/21/2010

UVEST FINANCIAL SERVICES GROUP, INC. (WARWICK RI)

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Licenses & Designations

IA

Issued 01/12/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Flavio Nelson Medeiros. Review regulatory record here.
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