Melissa R. Evans

UNITED CAPITAL FINANCIAL ADVISORS

BRENTWOOD, TN 37027

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CRD#: 4483961

Professional summary

Melissa Renee Evans, who also goes by Melissa R Evans, Melissa Grissom, Melissa Renee Ryan, Melissa Ryan, Melissa Renee Smith, is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Brentwood, Tennessee.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Melissa has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa R Evans | Melissa Grissom | Melissa Renee Ryan | Melissa Ryan | Melissa Renee Smith

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.

(1)Name of Business: Plunkett Wealth Team Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: registered branch associate (2)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 05/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Renee Evans'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

September 19, 2024 - Present

UNITED CAPITAL FINANCIAL ADVISORS

Office #1: 5141 Virgina Way Ste 470, Brentwood, TN 37027

RIA

CRD#: 134600

BRENTWOOD, TN

Past

April 6, 2022 - September 26, 2024

SAGESPRING WEALTH PARTNERS

RIA

CRD#: 283515

FRANKLIN, TN

Past

March 7, 2022 - August 5, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRANKLIN, TN

Past

January 12, 2021 - September 26, 2022

EUDAIMONIA PARTNERS, LLC

RIA

CRD#: 283884

WINCHESTER, TN

Past

October 1, 2020 - June 29, 2021

SAGESPRING WEALTH PARTNERS

RIA

CRD#: 283515

FRANKLIN, TN

Past

May 17, 2018 - January 21, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRANKLIN, TN

Past

May 2, 2014 - April 12, 2017

&PARTNERS

CRD#: 3767

NASHVILLE, TN

Past

April 7, 2010 - May 7, 2014

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

SPRING HILL, TN

Past

October 21, 2004 - January 26, 2010

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

FRANKLIN, TN

Past

December 13, 2002 - November 9, 2004

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

December 19, 2001 - December 17, 2002

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

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".

UNITED CAPITAL FINANCIAL ADVISORS

CRD#: 134600 / SEC#: 801-64376

RIA

Registered Investment Advisory firm - (6/9/2005 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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/19/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/17/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2001

General Securities Representative Examination

Current Firm

UNITED CAPITAL FINANCIAL ADVISORS

CRD#: 134600 / SEC#: 801-64376

RIA

Registered Investment Advisory firm - (6/9/2005 Approved)

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Contact information

Main Address

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062

Mailing Address

Phone number

(972) 822-2055

Established

Firm type

Fiscal year end

# of Employees

271

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UNITED CAPITAL FINANCIAL ADVISORS WRAP FEE PROGRAM BROCHURE (3/28/2025)

UNITED CAPITAL FINANCIAL ADVISORS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	41,738
AUM (Assets Under Management)	$ 17,211,052,120

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2024	Cover Page	Report
10/30/2023	Cover Page	Report
01/26/2023	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

Melissa R. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Renee Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGESPRING WEALTH PARTNERS

RAYMOND JAMES FINANCIAL SERVICES, INC.

EUDAIMONIA PARTNERS, LLC

SAGESPRING WEALTH PARTNERS

RAYMOND JAMES FINANCIAL SERVICES, INC.

&PARTNERS

FIRST HORIZON ADVISORS, INC.

CETERA INVESTMENT SERVICES LLC

FIFTH THIRD SECURITIES, INC.

HOWARD WEIL INCORPORATED

Primary Firm SEC Registration

UNITED CAPITAL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2020

Series 63

Date: 5/17/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2001

Current Firm

UNITED CAPITAL FINANCIAL ADVISORS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

UNITED CAPITAL FINANCIAL ADVISORS

TRUST BUT VERIFY

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