MT
Melissa C. Tagye
TRUIST ADVISORY SERVICES
MOUNT LAUREL, NJ 08054
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CRD#: 3187785
MT
Professional summary
Melissa Christy Tagye, who also goes by Melissa Christy Bukowski, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Mount Laurel, New Jersey and TRUIST INVESTMENT SERVICES, INC. located in Mount Laurel, New Jersey.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Melissa has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Christy Bukowski
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.
COVENTRY POSITION: Owner NATURE: OWNER OF AN INVESTMENT PROPERTY LOCATED AT COVENTRY COURT, WEST DEPTFORD, NJ SINCE SEPTEMBER 2014. THIS IS A NON-INVESTMENT RELATED ACTIVITY. APPROXIMATELY 2-4 HOURS A MONTH DURING NON-TRADING HOURS ON THIS ACTIVITY. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2014 ADDRESS: Coventry Court, West Deptford NJ 08051 INDIAN SHORES POSITION: Owner NATURE: OWNER OF AN secondary residence in Florida that is also rented when not being used personally. THIS IS A NON-INVESTMENT RELATED ACTIVITY. A management company oversees the property and spends 1-2 HOURS A MONTH DURING NON-TRADING HOURS ON THIS ACTIVITY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2019 ADDRESS: Gulf Boulevard, Indian Shores FL 33785 INTERCOASTAL CONDOMINIUM HOA POSITION: Board member NATURE: Homeowner's Association for the community in which I own a rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2024 ADDRESS: Indian Shores FL, United States DESCRIPTION: Serving as a board member to assist in decision making for the benefit of the community. VISTA VILLAGE HOMEOWNER'S ASSOCIATION POSITION: Board Member NATURE: This is the homeowner's association for the community in which I own a secondary residence. I will be serving on the board of the HOA. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Indian Shores FL, United States DESCRIPTION: Serving as a board member to assist in making decisions and implementing projects that impact the shared elements of the community.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Christy Tagye's 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®
NoneExperience
Current
September 29, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8000 Midlantic Dr, Mount Laurel, NJ 08054RIA
CRD#: 283390
MOUNT LAUREL, NJ
Current
September 25, 2020 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8000 Midlantic Dr Ste 110s, Mount Laurel, NJ 08054BD
CRD#: 17499
MOUNT LAUREL, NJ
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
September 23, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
MOUNT LAUREL, NJ
Past
September 23, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
MOUNT LAUREL, NJ
Past
January 12, 2012 - August 3, 2015
VALLEY FORGE ASSET MANAGEMENT, LLC
RIA
CRD#: 7438
KING OF PRUSSIA, PA
Past
December 22, 2011 - August 3, 2015
VALLEY FORGE ASSET MANAGEMENT, LLC
BD
CRD#: 7438
KING OF PRUSSIA, PA
Past
May 26, 2010 - January 6, 2011
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
PHILADEPHIA, PA
Past
April 1, 2009 - January 19, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PLYMOUTH MEETING, PA
Past
January 22, 2007 - March 16, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
WILMINGTON, DE
Past
August 9, 2005 - December 18, 2006
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WOODBURY, NJ
Past
October 1, 2000 - April 5, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
March 30, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
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".
TA
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.RR
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
RR
Arizona(3/27/2025)
RR
California(2/17/2021)
RR
Colorado(1/30/2025)
RR
Connecticut(1/30/2025)
RR
Delaware(2/17/2021)
RR
District of Columbia(1/30/2025)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(10/7/2025)
RR
Idaho(3/27/2025)
RR
Illinois(3/27/2025)
RR
Indiana(3/27/2025)
RR
Iowa(3/27/2025)
RR
Kansas(3/27/2025)
RR
Kentucky(3/27/2025)
RR
Maine(3/27/2025)
RR
Maryland(2/17/2021)
RR
Massachusetts(1/30/2025)
RR
Michigan(3/27/2025)
RR
Minnesota(2/17/2021)
RR
Mississippi(3/27/2025)
RR
Montana(3/27/2025)
RR
Nevada(1/30/2025)
RR
New Hampshire(1/30/2025)
RR
New Jersey(9/25/2020)
IAR
New Jersey(9/29/2020)
RR
New Mexico(1/30/2025)
RR
New York(2/17/2021)
RR
North Carolina(1/30/2025)
RR
Ohio(3/27/2025)
RR
Oregon(1/30/2025)
RR
Pennsylvania(10/30/2020)
RR
Rhode Island(9/30/2025)
RR
South Carolina(2/17/2021)
RR
South Dakota(3/27/2025)
RR
Tennessee(3/27/2025)
RR
Texas(2/17/2021)
IAR
Texas(6/9/2025)
RR
Vermont(1/30/2025)
RR
Washington(1/30/2025)
RR
West Virginia(3/27/2025)
RR
Wisconsin(3/27/2025)
RR
Wyoming(3/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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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)
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 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
