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Melissa Dawn Bane

Greenwood Capital Associates, LLC

Greenville, SC

Greenwood, SC

CRD 6200088

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Employer firm

Greenwood Capital Associates, LLC CRD 115015

$1.77B regulatory AUM 33 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:

Current Employers
Greenwood Capital Associates, Llc

425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-14
NY RA APPROVED 2024-11-27
GA RA APPROVED 2023-04-05
NC RA APPROVED 2023-04-03
TX RA APPROVED 2023-04-03
SC RA APPROVED 2013-06-18
  • AZ RA
    APPROVED
    Since 2025-01-14
  • NY RA
    APPROVED
    Since 2024-11-27
  • GA RA
    APPROVED
    Since 2023-04-05
  • NC RA
    APPROVED
    Since 2023-04-03
  • TX RA
    APPROVED
    Since 2023-04-03
  • SC RA
    APPROVED
    Since 2013-06-18

Branch Locations

201 West Mcbee Avenue, Greenville, SC 29601 • United States

425 Main Street Suite 100, Greenwood, SC 29646-2741 • 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
Greenwood Capital Associates, Llc Greenwood SC 05/2013 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
  • Personal Financial Specialist
Other Names
  • Melissa B. Hurt
  • Melissa B. Hull

View on SEC IAPD

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