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Samantha Elizabeth Mello

Truist Advisory Services, Inc.

Washington, DC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-12-17
  • DC RA
    APPROVED
    Since 2024-12-17

Branch Locations

1445 New York Ave Nw 4Th Floor, Washington, DC 20005 • 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
Suntrust Advisory Services, Inc Atlanta GA 07/2020 02/2021
Suntrust Investment Services, Inc Atlanta GA 07/2020 02/2021
Sau 41 Hollis NH 07/2010 08/2017
Clemson University Clemson SC 08/2017 06/2020
Fidelity Investments Merrimack NH 06/2018 08/2018
Fidelity Investments Merrimack NH 06/2019 08/2019
Truist Advisory Services, Inc. Bethesda MD 02/2021 Present
  • 07/2020 → 02/2021
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 07/2020 → 02/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 07/2010 → 08/2017
    Sau 41
    Hollis, NH
  • 08/2017 → 06/2020
    Clemson University
    Clemson, SC
  • 06/2018 → 08/2018
    Fidelity Investments
    Merrimack, NH
  • 06/2019 → 08/2019
    Fidelity Investments
    Merrimack, NH
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-31
S63 Uniform Securities Agent State Law Examination 2020-09-30
  • S65 Uniform Investment Adviser Law Examination
    2020-10-31
  • S63 Uniform Securities Agent State Law Examination
    2020-09-30
Designations
Other Names
  • Sammy Mello
  • Samantha Mello

View on SEC IAPD

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HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

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