Melissa K. Bouchillon

SOUND VIEW WEALTH ADVISORS GROUP

Savannah, GA 31411

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CRD#: 4764014

Professional summary

Melissa K Bouchillon, CFP®, who also goes by Melissa Katherine Morales Booker Mrs., Melissa Booker, Melissa Katherine Morales Morales Booker Mrs., is a registered financial advisor currently at SOUND VIEW WEALTH ADVISORS GROUP, LLC located in Savannah, Georgia.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Melissa has worked at 3 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Katherine Morales Booker Mrs. | Melissa Booker | Melissa Katherine Morales Morales Booker Mrs.

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.

For profit or not for profit: Non-Profit Organization Name of outside business organization: Landings Military Relief Fund Investment related: N Address of business: Savannah, Georgia 31411 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 10/10/2016 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: The entity is a Relief Fund that was created to help Military Families in need. I will be responsible for sitting on the board and help determine need as requests are made, asssist with fundraising and develop policy. FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAVANNAH MUSIC FESTIVAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAVANNAH, GEORGIA 31401 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 12/15/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE PART OF THE DEVELOPMENT COMMITEE FOR THE SAVANNAH MUSIC FESTIVAL AND HELP THEM WITH PROGRAM DEVELOPMENT AND FUND RAISING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa K Bouchillon'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 4, 2019 - Present

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Office #1: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411

RIA

CRD#: 300927

Savannah, GA

Past

January 11, 2019 - April 3, 2019

SOUND VIEW WEALTH ADVISORS, LLC

RIA

CRD#: 291457

Savannah, GA

Past

March 28, 2018 - December 31, 2018

SOUND VIEW WEALTH ADVISORS, LLC

RIA

CRD#: 291457

Savannah, GA

Past

January 10, 2005 - April 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAVANNAH, GA

Past

April 19, 2004 - April 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAVANNAH, GA

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".

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD#: 300927 / SEC#: 801-114892

RIA

Registered Investment Advisory firm - (3/26/2019 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

Georgia
(4/4/2019)

IAR

North Carolina
(10/24/2023)

IAR

South Carolina
(7/19/2023)

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: 5/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/22/2012

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/16/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 8/12/2009

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 7/27/2009

General Securities Sales Supervisor - General Module Examination

Current Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD#: 300927 / SEC#: 801-114892

RIA

Registered Investment Advisory firm - (3/26/2019 Approved)

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Contact information

Main Address

1 Skidaway Village Walk Suite 201, Savannah, GA 31411

Mailing Address

Phone number

(912) 239-4630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOUND VIEW WEALTH ADVISORS GROUP ADV PART 2A (5/8/2025)

Regulatory assets under management

Total Number of Accounts	2,947
AUM (Assets Under Management)	$ 1,937,657,662

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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Melissa K. Bouchillon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa K Bouchillon's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND VIEW WEALTH ADVISORS, LLC

SOUND VIEW WEALTH ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SOUND VIEW WEALTH ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2004

SIE

Date: 4/2/2018

Series 31

Date: 8/22/2012

Series 7

Date: 4/16/2004

Series 9

Date: 8/12/2009

Series 10

Date: 7/27/2009

Current Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUND VIEW WEALTH ADVISORS GROUP, LLC

TRUST BUT VERIFY

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