MS
CFP
MS
CFP

Melissa Simrell

19 Years of Experience
Scranton, PA
Broker

Melissa Simrell is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Scranton, PA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 Lackawanna Ave, Suite 103, Scranton, PA, 18503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Melissa has 100% ownership of B&S Realty Holdings, LLC, a real estate company, since 2009. She spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
August 2019 - August 2024 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
August 2019 - August 2024 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - August 2019 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - August 2019 · 12 yrs 9 mos
State Registrations23 states
CACOCTDEFLGAILKYMAMDMNMONCNJNVNYOHPASCTXVAVTWA
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.