Melissa
Street
Royal Alliance Associates, Inc
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About this Advisor
Melissa Street is a certified financial planner operating in Signal Mountain, Tennessee, who has 11 years in the industry. Street currently works for Royal Alliance Associates, Inc. They have been with Royal Alliance Associates, Inc for their whole career. Street holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Georgia and Tennessee. Royal Alliance Associates, Inc is a registered investment company that has its headquarters in Signal Mountain, Tennessee. The firm has offices in 905 locations and a total of 3,849 financial advisors. It handles $28 billion in assets under management across its 112,286 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 134 charitable organizations. Of its 112,286 client accounts, 18% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Royal Alliance Associates, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$28,249,401,040
3,849
112,286
$251,584
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Melissa Street Work History
Melissa has 11 years of experience.
Royal Alliance Associates
Disclosures
Melissa Street has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.