DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Max Joseph Meltzer
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since Jan 4, 2021
In the industry
18 y
since Dec 6, 2007 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthspire Advisors independent RIA currentsince Jan 4, 2021 · Potomac, Md
- Wealthspire Advisors formerSep 22, 2015 to Dec 31, 2020 · Potomac, Md
- Highline Wealth Management, LLC formerNov 18, 2014 to Dec 16, 2015 · Rockville, Md
- Convergent Wealth Advisors, LLC formerJan 12, 2012 to Nov 11, 2014 · California, Ca
- Nfp Advisor Services, LLC formerDec 15, 2010 to Jan 30, 2012 · Bethesda, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 22, 2008 to Nov 9, 2010 · New York, Ny
- Lehman Brothers Inc. unclassifiedDec 7, 2007 to Oct 7, 2008 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Jan 4, 2021 (4 days) · corporate re-registration, not a move
- Highline Wealth Management, LLC to Wealthspire Advisorsleft Dec 16, 2015, registered Sep 22, 2015 (-85 days) · Other · moved with a team
- Convergent Wealth Advisors, LLC to Highline Wealth Management, LLCleft Nov 11, 2014, registered Nov 18, 2014 (7 days) · Other
- Nfp Advisor Services, LLC to Convergent Wealth Advisors, LLCleft Jan 30, 2012, registered Jan 12, 2012 (-18 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Nfp Advisor Services, LLCleft Nov 9, 2010, registered Dec 15, 2010 (36 days) · Other
- Lehman Brothers Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 7, 2008, registered Sep 22, 2008 (-15 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address