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Joshua S Melda

Cleveland Retirement Planning LLC

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About Joshua S Melda

Joshua Melda is an Investment Advisor Representative with Cleveland Retirement Planning LLC. Joshua has been in the industry for 23 years and specializes in retirement planning, financial planning, and portfolio management. Joshua is registered with FINRA and the state of Ohio. They are also a Certified Financial Planner.

Firm Information

Joshua Melda is currently registered with Cleveland Retirement Planning LLC. Cleveland Retirement Planning LLC is an independent financial advisor headquartered in Ohio with approximately $39 million in assets under management. The firm offers a variety of financial planning services to both high net worth individuals and individuals other than high net worth. They provide portfolio management services for individuals and specialize in pension consulting.

$39.00M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Joshua Melda’s Registration & Firm History

OH

04/24/2020 - Present

Cleveland Retirement Planning LLC (WESTLAKE OH)

OH

09/06/2016 - 04/21/2020

LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)

OH

06/01/2012 - 09/14/2016

SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)

OH

11/13/2009 - 06/01/2012

PNC INVESTMENTS (CLEVELAND OH)

OH

06/29/2006 - 11/13/2009

NATCITY INVESTMENTS, INC. (PARMA OH)

OH

07/23/2004 - 12/31/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

SC

03/10/2003 - 07/02/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

06/02/2000 - 03/12/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/26/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 06/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua S Melda.
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