Sharon Melville, financial advisor Salt Lake City UT

Sharon Melville

CRD Number: 1959107
Current Firm: Silver Oak Securities, Inc.

Sharon Melville (CRD# 1959107) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Salt Lake City, UT and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities Jackson, TN Nov 2023 - Current < 1
Securities America, Inc. Salt Lake City, UT Sep 2020 - Nov 2023 3
Securities America Advisors, Inc. Salt Lake City, UT Sep 2020 - Nov 2023 3
Securities Service Network Salt Lake City, UT Oct 2019 - Sep 2020 < 1
E.k. Riley Investments, LLC Seattle, WA Nov 2017 - Oct 2019 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2017 2
Morgan Stanley Smith Barney Salt Lake City, UT Jun 2011 - Nov 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Sharon E. Melville
Phone Number: 731-668-3825
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    10,178
    ACCOUNTS
  • Average Account Value
    $107,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY

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