Melissa Giles is a CFP-designated registered investment advisor, based in Austin, TX, with 18 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6836 Bee Caves Road, Suite III-204, Austin, TX, 78746
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a registered representative with Saxony Securities, Inc. and an AVP/Director of Portfolio Management with Americana Partners, LLC, dedicating full-time hours to the latter. She also holds an insurance license but is a non-producer.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Saxony Securities, INC.
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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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