Melanie H. Chenault

TRUIST ADVISORY SERVICES

LYNCHBURG, VA

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CRD#: 2518036

Professional summary

Melanie Huff Chenault, who also goes by Melanie Chenault, Melanie Huff Davis, Melanie Leigh Huff, Melanie Huff, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lynchburg, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.

Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Melanie has worked at 9 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melanie Chenault | Melanie Huff Davis | Melanie Leigh Huff | Melanie Huff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LAXTON SQUARE HOMEOWNER'S ASSOCIATION POSITION: President NATURE: Homeowner's Association Board member for the Laxton Square community where I am a property owner. *Recently elected "At-large" board member. No longer Vice President. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2020 ADDRESS: Lynchburg VA, United States DESCRIPTION: Attend quarterly meetings, vote on agenda items, review annual budget. The Association contracts a Management Company to collect fees and pay bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Huff Chenault's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

LYNCHBURG, VA

Current

October 13, 2022 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 303 Peachtree St, Ne Fl 2 & 3, Atlanta, GA 30308

CRD#: 17499

ATLANTA, GA

Past

October 24, 2019 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

June 25, 2014 - August 16, 2019

HSC WEALTH ADVISORS

RIA

CRD#: 105103

FOREST, VA

Past

April 21, 2009 - March 5, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

LYNCHBURG, VA

Past

April 14, 2009 - March 5, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LYNCHBURG, VA

Past

February 21, 2006 - December 16, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LYNCHBURG, VA

Past

February 21, 2006 - December 16, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LYNCHBURG, VA

Past

May 10, 2005 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

LYNCHBURG, VA

Past

May 10, 2005 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

November 14, 2003 - April 29, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

LYNCHBURG, VA

Past

November 14, 2003 - April 29, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

June 14, 2002 - November 19, 2003

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

LYNCHBURG, VA

Past

May 26, 2000 - November 19, 2003

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

February 1, 1995 - May 26, 2000

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Virginia
(2/17/2021)

Virginia
(12/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/16/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/13/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/10/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Melanie H. Chenault

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Huff Chenault's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

HSC WEALTH ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CRESTAR SECURITIES CORPORATION

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/16/2022

Series 66

Date: 6/13/2002

Series 7TO

Date: 10/13/2022

SIE

Date: 2/10/2022

Series 7

Date: 1/31/1995

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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