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Melanie Holly Whitney

David Lerner Associates, Inc.

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About Melanie Holly Whitney

Melanie Whitney has over 20 years of experience in the financial services industry. Whitney is currently registered with David Lerner Associates, Inc. in Boca Raton, Florida. Prior to joining David Lerner Associates, Inc. Whitney was registered with Lincoln Financial Advisors Corporation, Charles Schwab & Co., Inc., Wachovia Securities, LLC, and several other firms. Whitney holds the Series 7 and Series 63 licenses. Whitney is registered in 15 states.

Firm Information

Melanie Whitney is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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.

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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Melanie Whitney’s Registration & Firm History

FL

11/01/2012 - Present

David Lerner Associates, Inc. (BOCA RATON FL)

OH

06/09/2010 - 05/01/2012

LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)

OH

01/04/2010 - 03/04/2010

CHARLES SCHWAB & CO., INC. (LYNDHURST OH)

OH

08/04/2008 - 10/10/2008

WACHOVIA SECURITIES, LLC (DUBLIN OH)

NA

01/09/1992 - 03/23/1992

STATE DISCOUNT BROKERS, INC.

NA

09/04/1990 - 04/10/1991

KEMPER SECURITIES GROUP, INC.

NA

08/29/1989 - 09/04/1990

PRESCOTT, BALL & TURBEN, INC.

NA

06/09/1988 - 08/01/1989

LEBENTHAL & CO., INC.

NA

04/01/1985 - 06/01/1988

REICH & CO., INC.

NA

08/09/1984 - 03/15/1985

WOOD GUNDY, INCORPORATED

NA

09/27/1983 - 09/28/1984

A.G. BECKER PARIBAS INCORPORATED

NA

01/19/1981 - 08/29/1983

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 03/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Holly Whitney.
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