Principal · Marshfield Associates
Melissa Vinick
CRD 2688143 · Named on Form ADV at one SEC-registered adviser
At a glance
Marshfield Associates, an SEC-registered wealth manager based in Washington, DC with $8.1 billion in regulatory assets, lists Melissa Vinick on its Form ADV as Principal, a control person.
Firms and roles
- Marshfield AssociatesPrincipalWealth manager · Washington, DC · $8.1B 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
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Christopher M. NiemczewskiPrincipal and Trustee of the CN Revocable Trust, Marshfield Associates
- William G. StottPrincipal, Marshfield Associates
- Carolyn S. MillerPrincipal, Marshfield Associates
- Elise J. HoffmannPrincipal and Trustee of the EH Revocable Trust, Marshfield Associates
- Chad A. GoldbergPrincipal and Trustee of the CG Revocable Trust, Marshfield Associates
4 more people named with Melissa on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething 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.