Samantha Elizabeth Mello
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
CFADesignation
$77.4BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Truist Advisory Services, Inc.Feb 2021 to now
- Suntrust Advisory Services, IncJul 2020 to Feb 2021
- Suntrust Investment Services, IncJul 2020 to Feb 2021
- Fidelity InvestmentsJun 2019 to Aug 2019
- Fidelity InvestmentsJun 2018 to Aug 2018
- Clemson UniversityAug 2017 to Jun 2020
- Sau 41Jul 2010 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (DC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7262857
- Firm CRD
- 283390