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Melody Sills

20 Years of Experience
Palm Beach, FL
1 DisclosureBroker

Melody Sills is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palm Beach, FL, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

249 Royal Palm Way, Palm Beach, FL, 33480

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2021
Final
Other Business Activities

Melody owns Mustard Seed Cre8tions, LLC, which creates and sells various products including home decor, art, and clothing. This takes nearly a full-time commitment.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - Present · 19 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - Present · 19 yrs 3 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
November 2005 - December 2006 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - December 2006 · 1 yr 4 mos
State Registrations38 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Melody Sills - Financial Advisor | TrueAdvisor