Delia Mellen (CRD# 1615375) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allspring Funds Distributor, LLC | Charlotte, NC | Nov 2021 - Current | 2 |
| Allspring Funds Management, LLC | Charlotte, NC | Nov 2021 - Current | 2 |
| Wells Fargo Funds Distributors, LLC | Charlotte, NC | May 2020 - Oct 2021 | 1 |
| Wells Fargo Funds Management, LLC | Charlotte, NC | May 2020 - Oct 2021 | 1 |
| Unemployed | Charlotte, NC | Jan 2020 - May 2020 | < 1 |
| Wells Fargo Funds Distributors | Charlotte, NC | Jan 2015 - Jan 2020 | 5 |
| Wells Fargo Funds Management, LLC | Charlotte, NC | Jan 2015 - Jan 2020 | 5 |
| Belle Haven Investments | White Plains, NY | Apr 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- NC
-
Total Assets Under Management300,799MILLIONS
-
Total Number of Accounts8,078ACCOUNTS
-
Average Account Value$37,236,777
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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