Best Investors Account Sign in

Ansley R Mellette

Ubs Financial Services Inc.

Mt. Pleasant, SC

Raleigh, NC

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-28
  • SC RA
    APPROVED
    Since 2026-01-28

Branch Locations

941 Houston Northcutt Blvd Suite 100, Mt. Pleasant, SC 29464 • United States

3700 Glenwood Avenue Suite 300, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Mt.PLeasant SC 09/2018 07/2021
Merrill Lynch Mount Pleasant SC 08/2007 08/2018
Harbour Wealth Management Group, Inc. Daniel Island SC 08/2021 12/2025
M Holdings Securities, Inc. Daniel Island SC 10/2021 01/2026
Ubs Financial Services Inc. Mount Pleasant SC 01/2026 Present
  • 09/2018 → 07/2021
    Raymond James & Associates
    Mt.PLeasant, SC
  • 08/2007 → 08/2018
    Merrill Lynch
    Mount Pleasant, SC
  • 08/2021 → 12/2025
    Harbour Wealth Management Group, Inc.
    Daniel Island, SC
  • 10/2021 → 01/2026
    M Holdings Securities, Inc.
    Daniel Island, SC
  • 01/2026 → Present
    Ubs Financial Services Inc.
    Mount Pleasant, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-11
  • S66 Uniform Combined State Law Examination
    2003-12-11
Other Names
  • Ansley Elizabeth Royal
  • Ansley R Mellette
  • Ansley Royal Mellette

View on SEC IAPD

Other Firms

PALMETTO COAST ADVISORS, INC.
LPL FINANCIAL LLC
OCEANSIDE ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.
CREATIVEONE WEALTH, LLC
BOWEN WEALTH
TIDEHAVEN WEALTH, LLC
OSAIC WEALTH, INC.

Other Investors

MICHAEL JOHN KREFT
CATHRYN A CATO
THOMAS A BROPHY
RAYMOND BENNETT FIRESTONE
Dane Depolo
ROBERT EDWARD PHILBECK
Patrick Joseph Gaul
Nicholas Glen Schilkey

Other Offices

PALMETTO COAST ADVISORS, INC. · MT. PLEASANT, SC
LPL FINANCIAL LLC · MT. PLEASANT, SC
OCEANSIDE ADVISORS LLC · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
CREATIVEONE WEALTH, LLC · Mount Pleasant, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC

More in Mt. Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor