Unclaimed Profile

Melissa K Bouchillon

SOUND VIEW WEALTH ADVISORS GROUP, LLC·SAVANNAH, Georgia

SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFPClean record21 years registeredSOUND VIEW WEALTH ADVISORS GROUP, LLC

1 SKIDAWAY VILLAGE WALK, SAVANNAH, GA 31411CRD# 4764014Firm CRD# 300927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa K Bouchillon · SAVANNAH, GA

Registration

CRD #4764014 · SOUND VIEW WEALTH ADVISORS GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Apr 2019 – present

SOUND VIEW WEALTH ADVISORS, LLC

Jan 2019 – Apr 2019

Savannah, GA

SOUND VIEW WEALTH ADVISORS, LLC

Mar 2018 – Dec 2018

Savannah, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2005 – Apr 2018

SAVANNAH, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · January 10, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD 300927 · SEC 801-114892

AUM

$1.6B

Regulatory assets under management

Employees

2,625 client accounts

Services offered by SOUND VIEW WEALTH ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOUND VIEW WEALTH ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Melissa K Bouchillon offer?

Melissa K Bouchillon specializes in Financial Planning, Investment Management. Contact their office in SAVANNAH, Georgia for a consultation.

What are Melissa K Bouchillon's credentials?

Melissa K Bouchillon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Melissa K Bouchillon located?

Melissa K Bouchillon is based in SAVANNAH, Georgia, working with SOUND VIEW WEALTH ADVISORS GROUP, LLC. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.

How does Melissa K Bouchillon charge for services?

Melissa K Bouchillon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUND VIEW WEALTH ADVISORS GROUP, LLC?

SOUND VIEW WEALTH ADVISORS GROUP, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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