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President and Chief Compliance Officer · Pearl Planning

Melissa N. Joy

CRD 3233879 · Named on Form ADV at one SEC-registered adviser

At a glance

Pearl Planning, an SEC-registered wealth manager based in Dexter, MI with $329 million in regulatory assets, lists Melissa N. Joy on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Pearl PlanningPresident and Chief Compliance OfficerWealth manager · Dexter, MI · $329M 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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.