Melinda Sung
Melinda Sung is a CFP-designated registered investment advisor at Oppenheimer & CO. INC., based in Atlanta, GA, with 19 years of industry experience. Melinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
Phipps Tower-3438 Peachtree Rd Ne, Suite 950, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business Activities
Melinda is the manager of Snug Holding Co, LLC, doing business as Yogale, since June 2021. She dedicates minimal time to this role.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations47 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.
Exams
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