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RIA / WealthAdvisor29 years in industry

MELISSA VINICK

Advisor at MARSHFIELD ASSOCIATES

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6a11212-0f50-a2bd-386c-a3fc5161e833

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1997 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: MARSHFIELD ASSOCIATES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 8, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Exams: S65|S63
First exam: Oct 8, 1996
First registration: Jan 1, 1997
Dual registered: no
Other names: MELISSA VINICK-GILBERT|MELISSA GILBERT
IAPD individual key: 2688143

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
MARSHFIELD ASSOCIATES	Independent wealth	Sep 17, 2009	n/a	yes	WASHINGTON, DC	Current employment
BUSHIDO CAPITAL PARTNERS LLC	Former SEC adviser	Sep 18, 2009	Mar 29, 2019	no	WASHINGTON, DC	Previous registration
YOGI ADVISORS, LLC	Former SEC adviser	Jul 23, 2009	Dec 31, 2018	no	WASHINGTON, DC	Previous registration
MARSHFIELD ASSOCIATES	n/a	Jan 1, 1997	Jul 16, 2009	no	WASHINGTON, DC	Previous registration
FERRIS, BAKER WATTS, LLC	n/a	Jan 1, 1997	Sep 17, 2007	no	BALTIMORE, MD\|WASHINGTON, DC	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
BUSHIDO CAPITAL PARTNERS LLC	n/a	Mar 29, 2019	n/a	n/a	Departure no registered destination	Departure
YOGI ADVISORS, LLC	MARSHFIELD ASSOCIATES	Dec 31, 2018	Sep 17, 2009	-3,392	Firm change after gap	Other
MARSHFIELD ASSOCIATES	YOGI ADVISORS, LLC	Jul 16, 2009	Jul 23, 2009	7	Firm change	Other
FERRIS, BAKER WATTS, LLC	MARSHFIELD ASSOCIATES	Sep 17, 2007	Jan 1, 1997	-3,911	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
137886:150614:DC:2018-12-31	Dec 31, 2018	Sep 17, 2009	WASHINGTON, DC	Firm change after gap

Relationships

Registered with (5)

→ MARSHFIELD ASSOCIATESRegistered adviserregistration: current employment
Sep 17, 2009 to presentfactForm ADV
→ BUSHIDO CAPITAL PARTNERS LLCRegistered adviserregistration: previous registration
Sep 18, 2009 to Mar 29, 2019factForm ADV
→ YOGI ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 23, 2009 to Dec 31, 2018factForm ADV
→ MARSHFIELD ASSOCIATESRegistered adviserregistration: previous registration
Jan 1, 1997 to Jul 16, 2009factForm ADV
→ FERRIS, BAKER WATTS, LLCRegistered adviserregistration: previous registration
Jan 1, 1997 to Sep 17, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6a11212-0f50-a2bd-386c-a3fc5161e833
First observed: Jan 1, 1997
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MELISSA VINICK

Advisor at MARSHFIELD ASSOCIATES

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6a11212-0f50-a2bd-386c-a3fc5161e833

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MARSHFIELD ASSOCIATES

Independent wealth

Sep 17, 2009

n/a

yes

WASHINGTON, DC

Current employment

BUSHIDO CAPITAL PARTNERS LLC

Former SEC adviser

Sep 18, 2009

Mar 29, 2019

WASHINGTON, DC

Previous registration

YOGI ADVISORS, LLC

Former SEC adviser

Jul 23, 2009

Dec 31, 2018

WASHINGTON, DC

Previous registration

MARSHFIELD ASSOCIATES

n/a

Jan 1, 1997

Jul 16, 2009

WASHINGTON, DC

Previous registration

FERRIS, BAKER WATTS, LLC

n/a

Jan 1, 1997

Sep 17, 2007

BALTIMORE, MD|WASHINGTON, DC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BUSHIDO CAPITAL PARTNERS LLC

n/a

Mar 29, 2019

n/a

Departure no registered destination

Departure

YOGI ADVISORS, LLC

MARSHFIELD ASSOCIATES

Dec 31, 2018

Sep 17, 2009

-3,392

Firm change after gap

Other

MARSHFIELD ASSOCIATES

YOGI ADVISORS, LLC

Jul 16, 2009

Jul 23, 2009

Firm change

Other

FERRIS, BAKER WATTS, LLC

MARSHFIELD ASSOCIATES

Sep 17, 2007

Jan 1, 1997

-3,911

Firm change after gap

Other

Team

Left

Joined

From

Kind

137886:150614:DC:2018-12-31

Dec 31, 2018

Sep 17, 2009

WASHINGTON, DC

Firm change after gap