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Melissa Amy Mayer

AGW Capital Advisors

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About Melissa Amy Mayer

Melissa Mayer is a registered Investment Advisor Representative with AGW Capital Advisors, located in Tampa, FL. Melissa has been in the industry since 2010 and previously worked for Morgan Stanley and J.P. Morgan Securities. Melissa holds a Series 63, 66, and 7 licenses.

Firm Information

Melissa Mayer is currently registered with AGW Capital Advisors. AGW Capital Advisors is an investment advisor located in Tampa, FL. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer pension consulting, educational seminars, and selection of other advisors. The firm manages approximately $1.15 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
AGW Capital Advisors

511 W. BAY STREET

TAMPA, FL 33606

$1.15B

Assets Under Management

9

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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project consulting or analysis

Project consulting or analysis

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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other

Project based fees

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Melissa Mayer’s Registration & Firm History

FL

05/17/2019 - Present

AGW Capital Advisors (TAMPA FL)

FL

08/02/2018 - 04/01/2019

MORGAN STANLEY (TAMPA FL)

NY

06/26/2015 - 07/05/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/19/2011 - 07/13/2015

MORGAN STANLEY (NEW YORK NY)

FL

08/26/2010 - 07/29/2011

TRADEKING (FORT LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 09/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Amy Mayer.
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