Neville E. Melvin

TRUIST ADVISORY SERVICES

CLERMONT, FL 34711

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CRD#: 5637114

Professional summary

Neville Eric Melvin, who also goes by Neville Melvin, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Clermont, Florida and TRUIST INVESTMENT SERVICES, INC. located in Clermont, Florida.

Neville is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Neville has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Neville Melvin

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.

NEVILLE C POUCHET LIMITED POSITION: MINORITY OWNER NATURE: Sales and installation of bathroom fixtures Run by family members - not involved in any decision making or active/passive management. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2020 ADDRESS: , PORT OF SPAIN, TRINIDAD AND TOBAGO FL , United States

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neville Eric Melvin'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

January 15, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 581 E Highway 50, Clermont, FL 34711

RIA

CRD#: 283390

CLERMONT, FL

Current

January 9, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 581 E Highway 50, Clermont, FL 34711

CRD#: 17499

CLERMONT, FL

Past

February 13, 2024 - December 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TAMPA, FL

Past

February 12, 2024 - December 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TAMPA, FL

Past

November 23, 2016 - December 15, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ORLANDO, FL

Past

November 22, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ORLANDO, FL

Past

November 21, 2016 - December 15, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ORLANDO, FL

Past

March 8, 2016 - November 28, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LONGWOOD, FL

Past

March 4, 2016 - November 28, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LONGWOOD, FL

Past

July 22, 2014 - February 24, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ORLANDO, FL

Past

March 28, 2013 - February 24, 2016

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ORLANDO, FL

Past

October 1, 2012 - March 27, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

WINTER GARDEN, FL

Past

May 26, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

WINTER GARDEN, FL

Past

July 22, 2009 - May 10, 2011

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

LADY LAKE, FL

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".

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.

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

Alabama
(1/9/2025)

Alaska
(1/9/2025)

Arizona
(1/9/2025)

Arkansas
(1/9/2025)

California
(1/9/2025)

Colorado
(1/9/2025)

Connecticut
(1/9/2025)

Delaware
(1/9/2025)

District of Columbia
(1/9/2025)

Florida
(1/9/2025)

IAR

Florida
(1/15/2025)

Georgia
(1/9/2025)

Hawaii
(1/9/2025)

Idaho
(1/9/2025)

Illinois
(1/9/2025)

Indiana
(1/9/2025)

Iowa
(1/9/2025)

Kansas
(1/9/2025)

Kentucky
(1/9/2025)

Louisiana
(1/9/2025)

Maine
(1/9/2025)

Maryland
(1/9/2025)

Massachusetts
(1/9/2025)

Michigan
(1/9/2025)

Minnesota
(1/9/2025)

Mississippi
(1/9/2025)

Missouri
(1/9/2025)

Montana
(1/9/2025)

Nebraska
(1/9/2025)

Nevada
(1/9/2025)

New Hampshire
(1/9/2025)

New Jersey
(1/9/2025)

New Mexico
(1/9/2025)

New York
(1/9/2025)

North Carolina
(1/9/2025)

North Dakota
(1/9/2025)

Ohio
(1/9/2025)

Oklahoma
(1/9/2025)

Oregon
(1/9/2025)

Pennsylvania
(1/9/2025)

Rhode Island
(1/9/2025)

South Carolina
(1/9/2025)

South Dakota
(1/9/2025)

Tennessee
(1/9/2025)

Texas
(1/9/2025)

Utah
(1/9/2025)

Vermont
(1/9/2025)

Virginia
(1/9/2025)

Washington
(1/9/2025)

West Virginia
(1/9/2025)

Wisconsin
(1/9/2025)

Wyoming
(1/9/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/29/2009

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: 7/21/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/25/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Neville E. Melvin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neville Eric Melvin's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2014

Series 63

Date: 9/29/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/21/2009

Series 24

Date: 11/25/2017

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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