Brad Coleman Melvin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2015 → 10/2017
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 09/2017 → 10/2017
  Compass Bank
  St Augustine, FL
• 09/2017 → 10/2017
  Bbva Securities Inc
  St Augustine, FL
• 12/2017 → 03/2020
  St Augustine Seafood Company
  St Augustine, FL
• 10/2018 → 02/2021
  Bb&T Securities
  St Augustine, FL
• 02/2021 → 05/2024
  Truist Investment Services, Inc.
  Saint Augustine, FL
• 03/2021 → 05/2024
  Truist Advisory Services, Inc.
  Saint Augustin, FL
• 04/2020 → Present
  Conch House Marina Resort
  St Augustine,, FL
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Jacksonville, FL
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Jacksonville, FL
• 05/2024 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Ponte Vedra, FL

Previous Registrations

• 2021-03-02 → 2024-05-20
  Truist Advisory Services, Inc.
  Atlanta, GA
  Saint Augustine, FL
• 2018-12-19 → 2021-03-02
  Bb&T Securities, Llc
  St. Augustine, FL
  Richmond, VA

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: ?\tRegistered Sales Assistant/Client Service Associate - Provide assistance to financial advisor, schedule appointments, prepare for meetings, and service on-going clients' needs. (2)Name of Business: The Horizon Group Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: ?\tRegistered Sales Assistant/Client Service Associate - Provide assistance to financial advisor, schedule appointments, prepare for meetings, and service on-going clients' needs.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-17
• S63 Uniform Securities Agent State Law Examination
  2015-11-06

Other Names

• Brad Coleman Melvin
• Brad C Melvin
• Brad Melvin