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RIA / WealthAdvisorCertified Financial Planner17 years in industry

MELISSA ELLEN WALSH

Advisor at CLARITY FINANCIAL DESIGN

SARASOTA, FL | Winter Park, FL

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Search this name across graphsid dfx:ria:432e3570-9676-74c7-4bfb-5b9fe889e4ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLARITY FINANCIAL DESIGN
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 5, 2009
First registration: Feb 1, 2011
Dual registered: no
Other names: MELISSA ELLEN BRADLEY|MELISSA ELLEN BRADLEY
IAPD individual key: 5546872

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLARITY FINANCIAL DESIGN	State registered	Sep 23, 2021	n/a	yes	SARASOTA, FL\|Winter Park, FL	Current employment
ALLEGIANT PRIVATE ADVISORS, LLC	Former SEC adviser	Oct 12, 2020	Jul 29, 2021	no	SARASOTA, FL	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 18, 2018	Sep 28, 2020	no	Sarasota, FL	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 27, 2014	Sep 7, 2017	no	Braintree, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 4, 2013	May 8, 2014	no	BOSTON, MA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 1, 2011	Dec 6, 2012	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLEGIANT PRIVATE ADVISORS, LLC	CLARITY FINANCIAL DESIGN	Jul 29, 2021	Sep 23, 2021	56	Firm change	RIA to state RIA
COMMONWEALTH FINANCIAL NETWORK	ALLEGIANT PRIVATE ADVISORS, LLC	Sep 28, 2020	Oct 12, 2020	14	Firm change	Ibd to new firm
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	COMMONWEALTH FINANCIAL NETWORK	May 8, 2014	May 27, 2014	19	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Dec 6, 2012	Jan 4, 2013	29	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:309649:FL:2020-09-18	Sep 28, 2020	Oct 12, 2020	SARASOTA, FL	Firm change

Relationships

Registered with (4)

→ CLARITY FINANCIAL DESIGNRegistered adviserregistration: current employment
Sep 23, 2021 to presentfactForm ADV
→ ALLEGIANT PRIVATE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 12, 2020 to Jul 29, 2021factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 18, 2018 to Sep 28, 2020factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 4, 2013 to May 8, 2014factForm ADV

Dated events

No dated event names this entity yet.