Melanie M. Nunnally
Professional summary
Melanie Mcphail Nunnally, who also goes by Melanie L Mcphail, Melanie Lynn Mcphail, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Melanie has worked at 4 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Mcphail Nunnally's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23224December 11, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23224January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
January 1, 2002 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
August 22, 2001 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2021)
(2/17/2021)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Richmond, VA 23224TRUST BUT VERIFY
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