Melanie Rowen Reeve

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

• 04/2011 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2011-04-04 → 2024-08-23
  Triad Advisors Llc
  Raleigh, NC
  Atlanta, GA
  Raleigh, NC
• 2009-01-05 → 2011-04-05
  Cetera Wealth Services, Llc
  Raleigh, NC
• 2006-06-29 → 2008-12-08
  Truist Investment Services, Inc.
  Cary, NC
  Raleigh, NC
• 2004-08-02 → 2006-05-04
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2004-07-28 → 2004-08-04
  Bb&T Asset Management, Inc.
  Raleigh, NC
• 2004-04-13 → 2004-07-28
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2003-01-22 → 2004-04-13
  Bb&T Asset Management, Inc.
  Raleigh, NC

Other Businesses

1)Upstream Advisory Group; investment related;938 Vandora Springs Road, Garner, NC 27529;investment advisory; financial planner;8/2013;160-180 hrs/month;6.5 hrs during trading; financial planning, investment & insurance advisory fees 2)UPSTREAM BENEFITS POSITION: CFO NATURE: insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 5915 Beryl Road, Raleigh NC 27607, United States DESCRIPTION: business management 3)Jones Insurance Agency; not investment related;820 Benson Rd, Garner, NC 27529;term life insurance;agent;12/6/2016;5 hrs/month;0 hrs during trading; help current Jones clients with term life solutions

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-07
• S65 Uniform Investment Adviser Law Examination
  2002-10-15

Designations

• Certified Financial Planner

Other Names

• Melanie Rowen
• Melanie Lynn Rowen
• Melanie Lynn Reeve