Delia
Mellen

Allspring Funds Management, LLC

CRD#1615375
Investment Advisor
in Charlotte, NC

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About this Advisor

Delia Mellen is a financial advisor based in Charlotte, North Carolina, working with Allspring Funds Management, LLC. Delia has previously held positions at Belle Haven Investments, Wells Fargo Funds Distributors, Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributors, LLC, Allspring Funds Distributor, LLC, and Allspring Funds Management, LLC. Delia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Delia is part of Allspring Funds Management, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Charlotte, NC

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

NC Average: $3,625,019,099
Total Number of Employees

513

NC Average: 22
Total Number of Accounts

8,078

NC Average: 1,917
Average Account Size

$37,236,777

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Delia Mellen Work History

2021 - Present (3 years)

Allspring Funds Distributor, LLC

2021 - Present (3 years)

Allspring Funds Management, LLC

2020 - 2021 (1 year)

Wells Fargo Funds Distributors, LLC

2020 - 2021 (1 year)

Wells Fargo Funds Management, LLC

2015 - 2020 (5 years)

Wells Fargo Funds Distributors

2015 - 2020 (5 years)

Wells Fargo Funds Management, LLC

2014 - 2015 (1 year)

Belle Haven Investments

Disclosures

Please visit the SEC profile of Delia Mellen 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 Allspring Funds Management, LLC

David Kashtan
Manahawkin, NJ
Thomas Flynn
Charlotte, NC
Evan Couture
Boston, MA
Margaret Wade
Boston, MA
Joseph Crowley
Boston, MA
Delia Mellen
Charlotte, NC
Ellen Golterman
Boston, MA
Christopher Miller
Menomonee Falls, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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