Melanie Rose Miller

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 03/2012 → 03/2023
  Truist Bank
  Jupiter, FL
• 03/2023 → 02/2024
  Truist Advisory Services Inc.
  Boca Raton, FL
• 03/2023 → 02/2024
  Truist Investment Services Inc.
  Boca Raton, FL
• 02/2024 → Present
  Truist Investment Services, Inc
  West Palm Beach, FL
• 02/2024 → Present
  Truist Advisory Services, Inc
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11
• S63 Uniform Securities Agent State Law Examination
  2003-11-05

Other Names

• Melanie Rose Simon
• Melanie Rose Miller
• Melanie Miller