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Joseph Gary Melcher

Hartford Funds

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About Joseph Gary Melcher

Joseph Melcher is an investment advisor representative at Hartford Funds. Joseph has been in the financial services industry since April 4, 1999. Joseph has held previous positions at Touchstone Securities, Inc., W&S Brokerage Services, Inc., IFS Fund Distributors, Inc., CUNA Brokerage Services, Inc., and PRUCO Securities Corporation.

Firm Information

Joseph Melcher is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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percentage of assets

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

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other

Fees related to 529 plans and model recommendations.

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Joseph Melcher’s Registration & Firm History

PA

01/23/2015 - Present

Hartford Funds (WAYNE PA)

OH

02/13/2009 - 09/06/2012

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

OH

01/27/2003 - 09/06/2012

W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)

OH

12/15/2003 - 12/31/2009

IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)

IA

02/03/2000 - 02/03/2003

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NJ

02/26/1999 - 01/05/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/12/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2000

Series 24 - General Securities Principal Examination

BC

Issued 08/06/2024

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/25/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Gary Melcher.
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