Melania Mccarley
Investment adviser representative at Sage Advisory Services Ltd Co
10 yearsExperience
1 stateRegistered in
$28.4BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sage Advisory Services Ltd CoMay 2023 to now
- Resolute Investment Distributors, IncAug 2021 to May 2023
- Resolute Investment ServicesAug 2021 to May 2023
- American FundsJun 2017 to Jul 2021
- Valeo Financial AdvisorsJun 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sage Advisory Services Ltd Co
$28.4BAssets managed
14,363Clients
42Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3043535
- Firm CRD
- 106236