MM
Melissa A. Moyers
TRUIST ADVISORY SERVICES
FROSTBURG, MD 21532
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CRD#: 5549020
MM
Professional summary
Melissa Ann Moyers, who also goes by Melissa Ann Mcgowan Ms, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Frostburg, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Frostburg, Maryland.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Melissa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Ann Mcgowan Ms
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.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Ann Moyers'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
February 28, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 10721 New Georges Creek Rd Sw, Frostburg, MD 21532RIA
CRD#: 283390
FROSTBURG, MD
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 10721 New Georges Creek Road Sw, Frostburg, MD 21532BD
CRD#: 17499
Frostburg, MD
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
CUMBERLAND, MD
Past
December 1, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
CUMBERLAND, MD
Past
June 30, 2008 - November 3, 2015
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
CUMBERLAND, MD
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
Alabama(2/28/2024)
RR
Alaska(2/28/2024)
RR
Arizona(2/28/2024)
RR
Arkansas(2/28/2024)
RR
California(2/28/2024)
RR
Colorado(2/28/2024)
RR
Connecticut(2/28/2024)
RR
Delaware(2/28/2024)
RR
District of Columbia(2/28/2024)
RR
Florida(2/28/2024)
RR
Georgia(2/28/2024)
RR
Hawaii(2/28/2024)
RR
Idaho(2/28/2024)
RR
Illinois(2/28/2024)
RR
Indiana(2/28/2024)
RR
Iowa(2/28/2024)
RR
Kansas(2/28/2024)
RR
Kentucky(2/28/2024)
RR
Louisiana(2/28/2024)
RR
Maine(2/28/2024)
RR
Maryland(2/28/2024)
IAR
Maryland(2/28/2024)
RR
Massachusetts(2/28/2024)
RR
Michigan(2/28/2024)
RR
Minnesota(2/28/2024)
RR
Mississippi(2/28/2024)
RR
Missouri(2/28/2024)
RR
Montana(2/28/2024)
RR
Nebraska(2/28/2024)
RR
Nevada(2/28/2024)
RR
New Hampshire(2/28/2024)
RR
New Jersey(2/28/2024)
RR
New Mexico(2/28/2024)
RR
New York(2/28/2024)
RR
North Carolina(2/28/2024)
RR
North Dakota(2/28/2024)
RR
Ohio(2/28/2024)
RR
Oklahoma(2/28/2024)
RR
Oregon(2/28/2024)
RR
Pennsylvania(2/28/2024)
RR
Puerto Rico(2/28/2024)
RR
Rhode Island(2/28/2024)
RR
South Carolina(2/28/2024)
RR
South Dakota(2/28/2024)
RR
Tennessee(2/28/2024)
RR
Texas(2/28/2024)
RR
Utah(2/28/2024)
RR
Vermont(2/28/2024)
RR
Virgin Islands(2/28/2024)
RR
Virginia(2/28/2024)
RR
Washington(2/28/2024)
RR
West Virginia(2/28/2024)
RR
Wisconsin(2/28/2024)
RR
Wyoming(2/28/2024)
Exams
State Security Law 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Frostburg, MD 21532TRUST BUT VERIFY
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