Timothy Mellon
Timothy Mellon is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Greensboro, NC, with 32 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
701 Green Valley Road, Suite 302, Greensboro, NC, 27408
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Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Timothy is a managing partner at Green Valley Financial and ME Financial, LLC dba Green Valley Financial, spending about half his time on investment and insurance activities. He also owns Hedge Farm, LLC, is an instructor at Alamance Community College and Guilford Tech Community College, is a passive investor in Buffalo Brothers restaurant, serves on the board of directors for N.C. Grange Mutual, and is a managing member of GVF Properties, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
New England Securities Corporation
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.