MC
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Melodi Cupp

12 Years of Experience
Newport News, VA
2 DisclosuresBroker

Melodi Cupp is a registered investment advisor at Wells Fargo Advisors, based in Newport News, VA, with 12 years of industry experience. Melodi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

11817 Canon Blvd Ste 100, Newport News, VA, 23606

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History

Regulatory History (2)
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
June 2021
Final
Financial
June 2021
Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Wells Fargo Advisors
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Morgan Stanley
August 2022 - February 2024 · 1 yr 6 mos
Morgan StanleyBroker
August 2022 - February 2024 · 1 yr 6 mos
Securities America, INC.Broker
January 2021 - June 2022 · 1 yr 5 mos
Securities America Advisors, INC.
January 2021 - June 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
July 2016 - June 2021 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - June 2021 · 4 yrs 11 mos
Suntrust Investment Services, INC.
August 2015 - June 2016 · 10 mos
Suntrust Investment Services, INC.Broker
August 2015 - June 2016 · 10 mos
Wells Fargo Advisors, LLC
November 2014 - August 2015 · 9 mos
Wells Fargo Advisors, LLCBroker
May 2014 - August 2015 · 1 yr 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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