Melanie Granville Leahy

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 07/2012 → 02/2021
  Mid-Atlantic Securities, Inc.
  Pinehurst, NC
• 01/2009 → 02/2021
  Granville Financial, Inc.
  Pinehurst, NC
• 03/2021 → 11/2023
  Granville Wealth Management, Inc.
  Pinehurst, NC
• 01/2009 → 11/2023
  Granville Financial, Inc.
  Pinehurst, NC
• 11/2023 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2021-03-15 → 2023-11-10
  Granville Wealth Management, Inc.
  Pinehurst, NC
  Pinehurst, NC
• 2012-08-02 → 2021-02-27
  Mid-Atlantic Securities, Inc.
  Pinehurst, NC

Other Businesses

PINEHURST WEALTH - FIXED INSURANCE SALES, FIXED ANNUITY SALES AND MEDICARE SUPPLEMENTS; INVESTMENT-RELATED; 295 OLMSTED BLVD SUITE 2 PINEHURST, NC 28374; INSURANCE AGENT; 2023 - PRESENT. THIS ENCOMPASSES APPROXIMATELY 50% OF BUSINESS HOURS

Exams

• S66 Uniform Combined State Law Examination
  2012-08-01

Designations

• Certified Financial Planner

Other Names

• Melanie R Granville
• Melanie Granville Nichols
• Melanie G Nichols
• Melanie Rebecca Granville
• Melanie G. Leahy