Melissa
Shade
Truist Advisory Services, Inc
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About this Advisor
Melissa Shade is a financial advisor who works in Reading, Pennsylvania, with a total of 1 year of industry experience. Shade is an advisor for Truist Advisory Services, Inc. Throughout their career, they have worked at Cco Investment Services, Truist Investment Services, Inc, Truist Advisory, Citizens Bank and Citizens Securities Inc. Shade holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and South Carolina. Truist Advisory Services, Inc is a business headquartered in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It administers $53 billion in total assets between its 125,600 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 85 charities and foundations. Of its 125,600 client accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Melissa Shade Work History
Melissa has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Truist Advisory
Citizens Bank
Citizens Securities Inc
Cco Investment Services
*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 Shade 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 Truist Advisory Services, Inc
Williamsburg, VA
Cumming, GA
Merritt Island, FL
Richmond, VA
Charlotte, NC
Richmond, VA
Chevy Chase, MD
Myrtle Beach, SC
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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