Melanie
Crane
Epic Trust Investment Advisors LLC
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About this Advisor
Melanie Crane is a financial advisor based in Richland, Washington, working with Epic Trust Investment Advisors LLC. Melanie has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Epic Trust Advisors, LLC Dba Lewis Wealth Management, RBC Wealth Management, Appleone, and Healing Touch Therapy. Melanie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Melanie is part of Epic Trust Investment Advisors LLC, which operates out of Richland, Washington. The firm has 1 office and 6 employees. The firm manages assets totaling $277.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Epic Trust Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Epic Trust Investment Advisors LLC Brokerage Details
$277,441,223
6
1,674
$165,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Melanie Crane Work History
Epic Trust Advisors, LLC Dba Lewis Wealth Management
Healing Touch Therapy
Appleone
Morgan Stanley Private Bank, National Association
Rbc Wealth Management
Morgan Stanley
Disclosures
Please visit the SEC profile of Melanie Crane 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 Epic Trust Investment Advisors LLC
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Chicago, IL
Richland, WA
Richland, WA
Richland, WA
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