Melissa
Shoemaker

Suntrust Advisory Services, Inc

CRD#2451907
Investment Advisor
in Charlotte, NC
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About this Advisor

Melissa Shoemaker is a certified financial planner who lives in Charlotte, North Carolina. Currently an advisor with Suntrust Advisory Services, Inc, Shoemaker has 12 years of work experience. Shoemaker maintains a Series 63 license, designating the advisor as a securities agent. Shoemaker is registered to advise clients based out of North Carolina. The advisor has gained experience at Suntrust Bank, Suntrust Investment Services, Inc, Suntrust Advisory Services and Suntrust Invesment Services, Inc. Suntrust Advisory Services, Inc is headquartered in Charlotte, North Carolina, and operates out of 1,572 other locations throughout the nation. Overall, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 accounts and employs more than 1,539 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Suntrust Advisory Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

4777 Sharon Road 2Nd Floor - Md2
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$19,036,272,153

NC Average: $3,570,121,308
Total Number of Employees

1,539

NC Average: 58
Total Number of Accounts

41,105

NC Average: 1,608
Average Account Size

$463,113

NC Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Melissa Shoemaker Work History

Melissa has 12 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Invesment Services, Inc

2015 - Present (4 years)

Suntrust Bank

2006 - 2015 (9 years)

Suntrust Bank

2006 - 2015 (9 years)

Suntrust Investment Services, Inc

Disclosures

Melissa Shoemaker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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