Advisor at Factor Investing Group
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Firm
Factor Investing Group
Location
Westborough, MA 01581
Credentials
Series 63, Series 66
Industry experience
17 years
Victor Melfa III is a financial advisor with Factor Investing Group in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at Kestra Advisory and Kentra Investment Services, Inc. since 2008. Factor Investing Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis in managing discretionary portfolios typically constructed with ETFs, mutual funds, and other securities, tailoring strategies to client objectives and risk tolerances.
Based on Factor Investing Group
up to 1.30% annually (negotiable, based on factors including asset size, complexity, planning services, relationship)
Fee-only: Fees are paid as a percentage of assets under management; no commissions or other compensation received.
8 Lyman Street, Suite 204
Westborough, MA 01581
Massachusetts · Texas
Melfa Wealth Management LLC dba Factor Investing Group
2021 - Present (5 years)
Kestra Advisory
2016 - 2022 (6 years)
Kentra Investment Services, Inc.
2008 - 2022 (14 years)
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