Melissa
Scruggs

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6364734
Investment Advisor
in Tallahassee, FL

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About this Advisor

Melissa Scruggs is a financial advisor operating out of Tallahassee, Florida who has 5 years of relevant experience. Scruggs is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rai Inestments, Inc, Tallahassee Exterior Care, LLC, Fl Department Of Environmental Protection and Bank Of America, N.A. Scruggs maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It handles $1 trillion in total assets between its 2,864,234 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. The business performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely are based on which service is offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3430 Thomasville Rd
Tallahassee, FL 32309

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

FL Average: $7,464,549,021
Total Number of Employees

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Melissa Scruggs Work History

Melissa has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Bank Of America, N.A

2016 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Rai Inestments, Inc

2013 - 2016 (3 years)

Tallahassee Exterior Care, LLC

2012 - 2013 (1 year)

Fl Department Of Environmental Protection

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Scruggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Suzana Markasevic
New York, NY
Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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