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Ansley R Mellette

Harbour Wealth Management Group, Inc.

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About Ansley R Mellette

Ansley Mellette is a financial advisor with over 19 years of experience in the industry. Ansley is currently registered with Harbour Wealth Management Group, Inc. as a Registered Representative. Previously, Ansley has been associated with RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ansley has Series 66, Series 10, Series 9, SIE, Series 31 and Series 7 licenses and is registered with the state of South Carolina. Ansley is also a Registered Client Service Associate for Harbour Wealth Management Group, Inc..

Firm Information

Ansley Mellette is currently registered with Harbour Wealth Management Group, Inc.. Harbour Wealth Management Group, Inc. is a registered investment advisor located in DANIEL ISLAND, SC. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and other businesses. The firm manages over $174 million in assets and serves over 480 clients. They are also a participant in wrap fee programs.
Harbour Wealth Management Group, Inc.

126 SEVEN FARMS DRIVE

DANIEL ISLAND, SC 29492

$174.10M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ansley Mellette’s Registration & Firm History

SC

06/10/2021 - Present

Harbour Wealth Management Group, Inc. (DANIEL ISLAND SC)

SC

09/04/2018 - 08/06/2021

RAYMOND JAMES & ASSOCIATES, INC. (MT. PLEASANT SC)

SC

01/02/2003 - 08/28/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)

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Licenses & Designations

BOTH

Issued 12/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/13/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ansley R Mellette.
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