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Melanie Rose Miller

Truist Advisory Services, Inc.

West Palm Beach, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-16
  • FL RA
    APPROVED
    Since 2024-02-16

Branch Locations

250 S Australian Blvd, West Palm Beach, FL 33401 • 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
Truist Bank Jupiter FL 03/2012 03/2023
Truist Advisory Services Inc. Boca Raton FL 03/2023 02/2024
Truist Investment Services Inc. Boca Raton FL 03/2023 02/2024
Truist Investment Services, Inc West Palm Beach FL 02/2024 Present
Truist Advisory Services, Inc West Palm Beach FL 02/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-11
S63 Uniform Securities Agent State Law Examination 2003-11-05
  • 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

View on SEC IAPD

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Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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