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Melanie Chenault

Truist Advisory Services, Inc.

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About Melanie Chenault

Melanie Chenault is a financial advisor with Truist Advisory Services, Inc. Melanie has been in the industry since 1995. Melanie is registered to provide investment advice in 53 states and the District of Columbia. Melanie has a broad range of experience in the financial services industry, including roles at Northwestern Mutual Investment Services, LLC, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Banc of America Investment Services, Inc., SunTrust Securities, Inc., and Crestar Securities Corporation. Melanie specializes in retirement planning, investment management, college savings, and estate planning. Melanie has a passion for helping clients achieve their financial goals. Melanie works with a variety of clients, including individuals, families, and businesses. Melanie is committed to providing her clients with personalized advice and guidance.

Firm Information

Melanie Chenault is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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Melanie Chenault’s Registration & Firm History

VA

02/17/2021 - Present

Truist Advisory Services, Inc. (LYNCHBURG VA)

VA

04/14/2009 - 03/05/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LYNCHBURG VA)

VA

02/21/2006 - 12/16/2008

CITIGROUP GLOBAL MARKETS INC. (LYNCHBURG VA)

MD

05/10/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MA

11/14/2003 - 04/29/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

GA

05/26/2000 - 11/19/2003

SUNTRUST SECURITIES, INC. (ATLANTA GA)

VA

02/01/1995 - 05/26/2000

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

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Licenses & Designations

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/10/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Chenault.
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