Melanie Y. Price
Professional summary
Melanie Yvonne Price, who also goes by Melanie Trace, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Durham, North Carolina and NYLIFE SECURITIES LLC located in Raleigh, North Carolina.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Melanie has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Yvonne Price's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2025 - Present
EAGLE STRATEGIES LLC
Office #2: 4140 Parklake Avenue Suite 450, Raleigh, NC 27612April 21, 2012 - Present
NYLIFE SECURITIES LLC
Office #1: 4140 Parklake Avenue Suite 450, Raleigh, NC 27612August 31, 1998 - February 28, 2007
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/30/2012)
(1/2/2025)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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