Lefteri Melonakis
Melonakis Financial · Thornton, Colorado
Lefteri Melonakis is a fee-only financial advisor at Melonakis Financial in Thornton, Colorado, who holds the CFP credential. Melonakis Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Melonakis Financial |
|---|---|
| Based in | Thornton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $62.1M across 91 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2756750 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lefteri's firm compares
- Melonakis Financial's average account is about $683,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Lefteri
Is Lefteri Melonakis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lefteri holds no broker registration, and Melonakis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lefteri charge for financial advice?
Lefteri's firm, Melonakis Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Lefteri Melonakis based?
Lefteri Melonakis is based in Thornton, Colorado.
What credentials does Lefteri Melonakis hold?
Lefteri Melonakis holds the CFP credential.
Is Lefteri Melonakis registered with the SEC?
Yes. Lefteri Melonakis is registered as an investment adviser representative in CO and TX (CRD 2756750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Melonakis Financial manage?
Melonakis Financial reports $62.1M across 91 accounts in assets under management.
How do I contact Lefteri Melonakis?
Contact details aren't on file yet. Search for Melonakis Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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