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Ansley R Mellette

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ansley is a registered representative with M Holdings Securities, Inc. since 2021, spending about 10% of their time serving clients trading investment products and securities. Ansley also works full-time as a Registered Client Service Associate at Harbour Wealth Management Group, Inc. since 2021, performing administrative work.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
October 2021 - Present · 4 yrs 4 mos
Harbour Wealth Management Group, INC.
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
September 2018 - August 2021 · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
September 2018 - August 2021 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - August 2018 · 14 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - August 2018 · 15 yrs 7 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.