Managing Member · CJC Wealth Management
Melissa A. Caro
CRD 2684135 · Named on Form ADV at one SEC-registered adviser
At a glance
CJC Wealth Management, an SEC-registered wealth manager with $122 million in regulatory assets, lists Melissa A. Caro on its Form ADV as Managing Member, a control person.
Firms and roles
- CJC Wealth ManagementManaging MemberWealth manager · United States · $122M in regulatory assets
AtlasMembers
Melissa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher J. CampbellChief Executive Officer, Chief Compliance Officer, CJC Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.