Melissa Tagye, financial advisor Mount Laurel NJ

Melissa Tagye

CRD Number: 3187785
Current Firm: Truist Advisory Services, Inc.

Melissa Tagye (CRD# 3187785) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mount Laurel, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. King Of Prussia, PA Feb 2021 - Current 3
Suntrust Advisory Services, Inc. Atlanta, GA Sep 2020 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA Sep 2020 - Current 3
Bb&t Securities, LLC Richmond, VA Jan 2018 - Current 6
Bb&t Bank Mount Laurel, NJ Sep 2015 - Current 8
Bb&t Investment Services, Inc. Charlotte, NC Sep 2015 - Current 8
Valley Forge Asset Management Corp. King Of Prussia, PA Dec 2011 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Melissa C. Tagye
Phone Number: 404-813-7713
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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