Ansley R Mellette

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2021-06-10 → 2026-01-09
  Harbour Wealth Management Group, Inc.
  Daniel Island, SC
• 2018-09-04 → 2021-08-06
  Raymond James & Associates, Inc.
  Mt. Pleasant, SC
• 2004-02-12 → 2018-08-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Mount Pleasant, SC
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2003-12-11

Other Names

• Ansley Elizabeth Royal
• Ansley R Mellette
• Ansley Royal Mellette