Melissa Lee Macleod

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2003 → 06/2024
  Securities America, Inc.
  Atlanta, GA
• 01/2004 → 06/2024
  Securities America Advisors, Inc.
  Atlanta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2004-01-06 → 2024-06-14
  Securities America Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2003-03-26 → 2003-12-02
  Veravest Investment Advisors, Inc.
  Atlanta, GA

Other Businesses

1. PLANNING, MANAGEMENT & CONSULTING, LLC- BUSINESS ENTITY TO FACILITATE BUSINESS TRANSACTION- MANAGER- 2% TIME SPENT 2. OUTSIDE INSURANCE POSITION: INSURANCE SALES NATURE: 1. MELISSA MACLEOD, CFP/ FINANCIAL PLANNING AND FIXED INSURANCE PLACEMENT --FINANCIAL PLANNER - 10% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 12/03/2003 ADDRESS: 5901 PEACHTREE DUNWOODY RD NE, SUITE C-499, ATLANTA GA 30328 DESCRIPTION: SELL FIXED INSURANCE TO CLIENTS WHO NEED IT. 3. THE TURTLE'S SHELL, LLC POSITION: Owner NATURE: Home Decor Planning & Implementation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2017 ADDRESS: 905 VIRGINIA AVE NE, ATLANTA GA 30306 DESCRIPTION: Work to select furniture, fabrics and rugs, accessories in optimal colors with the goal of pulling a room together to achieve the desired look, feel and function. Main duties include identifying the scope of the project, creating a budget, developing a vision, selecting the and purchasing suitable materials to complete the look. 4. N/A POSITION: PAY INSURANCE PREMIUM NATURE: TRUSTEE/TRUSTEE FOR MY FIANCES TRUST--TRUSTEE OF IRREVOCABLE LIFE INSURANCE TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 905 Virginia Ave NE, Atlanta GA 30306 DESCRIPTION: PAY THE PREMIUM FOR THE FIXED INSURANCE POLICY EACH YEAR. 5. ATLANTA CASA POSITION: Volunteer NATURE: Volunteer work INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 09/29/2020 ADDRESS: 395 Pryor St SW, Suite 4116, Atlanta GA 30312, United States DESCRIPTION: Judge appointed volunteer advocate for an abused or neglected child in juvenile court appointed proceedings. Make independent recommendations to the court for services focusing in meeting the needs of each child. 6. OSAIC WEALTH, INC POSITION: Investment Advisory Representative NATURE: Investment advisory representative for Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/17/2024 ADDRESS: 5901 Peachtree Dunwoody Rd., NE, Suite c-499, Atlanta GA 30328, United States DESCRIPTION: Advisory representative for Osaic Wealth for my clients with advisory accounts. 7. PERSONAL RENTAL PROPERTY POSITION: Contact person NATURE: Personal real estate owned by my husband INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2025 ADDRESS: 905 Virginia Ave NE, Atlanta GA 30306, United States DESCRIPTION: Contact person for personal/family rental property

Exams

• S66 Uniform Combined State Law Examination
  2001-11-16