Suntrust Advisory Services, Inc
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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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Melissa Shoemaker Work History
Melissa has 12 years of experience.
Suntrust Advisory Services
Suntrust Invesment Services, Inc
Suntrust Investment Services, Inc
Melissa Shoemaker has no disclosures.
Please visit their SEC profile for more details.