Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
1yr
David Melanson
Financial advisor at Appleton Partners
David Melanson has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Boston, Massachusetts. David joined Appleton Partners in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Appleton Partners reports being paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeOne Post Office Square 5th Floor, Boston, MA 02109
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.81 million
Advisors at the firm31
States licensed ?1 state
Services through Appleton Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowAppleton Partners, Inc.Current firm
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Appleton Partners at (617) 338-0700 and ask for David Melanson. David works from the Boston, MA office.
How long has David been a financial advisor?
David has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Appleton Partners reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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