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Melissa Bunson

BIP WEALTH
Norcross, GA 30092
Some features on this profile are disabled
CRD#: 4039352
MB

Professional summary

Melissa Bunson, who also goes by Melissa Lynn Henderson, Melissa Henderson, Melissa Lynn Waller, is a registered financial advisor currently at BIP WEALTH, LLC located in Norcross, Georgia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Peachtree Corners, Georgia.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Melissa has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Lynn Henderson | Melissa Henderson | Melissa Lynn Waller

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Bunson'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

April 28, 2026 - Present

BIP WEALTH, LLC

Office #1: 3930 E Jones Bridge Road Suite 175, Norcross, GA 30092
RIA
CRD#: 143208
Norcross, GA
Current

May 9, 2017 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092
RIA
BD
CRD#: 126514
Peachtree Corners, GA
Past

January 13, 2021 - April 9, 2026

STRATEGIC BLUEPRINT, LLC

RIA
CRD#: 284840
Peachtree Corners, GA
Past

May 10, 2017 - March 16, 2026

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
ATLANTA, GA
Past

August 26, 2016 - April 3, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Atlanta, GA
Past

July 5, 2016 - April 3, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Atlanta, GA
Past

May 7, 2002 - March 11, 2005

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
LOS ANGELES, CA

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".
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 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
Georgia
(5/9/2017)
IAR
Georgia
(4/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/9/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)
PREMIUM
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Contact information

Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)
ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts11,697
AUM (Assets Under Management)$ 4,460,675,379

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
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.

Company Information

BIP WEALTH, LLC

CRD#: 143208Norcross, GA 30092

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