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Melyna Kailee Young

Bristol Wealth Group

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About Melyna Kailee Young

Melyna Kailee Young is a registered representative with Bristol Wealth Group and has been in the financial services industry for over 1 year. Melyna is registered with the state of Massachusetts and Texas. Melyna holds the Series 7TO, SIE and Series 66 licenses.

Firm Information

Melyna Young is currently registered with Bristol Wealth Group. Bristol Wealth Group, based in Taunton, MA, provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other institutions. With over $754 million in regulatory assets under management, they serve a diverse clientele, including individuals, charitable organizations, and businesses. They have a team of 5 registered representatives and investment advisor representatives.
Bristol Wealth Group

35 BROADWAY

TAUNTON, MA 02780

$754.42M

Assets Under Management

Not reported

Total Clients

4

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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Melyna Young’s Registration & Firm History

MA

10/23/2024 - Present

Bristol Wealth Group (TAUNTON MA)

MA

09/12/2023 - 07/02/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (TAUNTON MA)

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Licenses & Designations

BOTH

Issued 11/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melyna Kailee Young.
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