Melanie Kristen Schwartz

Current Employers

Employment History

• 03/2005 → 11/2016
  Wells Fargo Advisors
  Mc Lean, VA
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Mc Lean, VA
• 06/2021 → 05/2022
  Raymond James Financial Services, Inc.
  Mclean, VA
• 06/2021 → Present
  Steward Partners Investment Advisory Llc
  Mclean, VA
• 06/2021 → Present
  Sullender Utley Financial Group, Llc - Affil W/ Steward Partners
  Mclean, VA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Mclean, VA

Previous Registrations

• 2012-04-26 → 2021-06-22
  Wells Fargo Clearing Services, Llc
  Mclean, VA

Other Businesses

1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: McLean, VA. Nature of the business: Independent RIA. Position: Registered Support Staff. Start Date: 10/2019. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Registered Support Staff, Investment Advisor Representative. 2) Sullender Utley Financial Group, LLC - affiliated with Steward Partners - Investment related: No. Address: McLean, VA. Nature of the business: Support Company/DBA (owner). Position: Registered support staff. Start Date: 06/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: DBA/Team name. 3) Steward Partners Global Advisory LLC; Address: Mc Lean, VA; Nature of the Business: Non-variable Insurance; Position/Title: Agent; Investment Related: Yes; Start Date: 06/17/2021; Hours per month devoted to this business: 0; Hours per month devoted to this business during trading hours: 0; Description of duties: insurance agent.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-25

Other Names

• Melanie Parks
• Melanie Kristen Yannucci