Unclaimed Profile

Ansley R Mellette

HARBOUR WEALTH MANAGEMENT GROUP, INC.·DANIEL ISLAND, South Carolina

SIE, Series 7, Series 9, Series 10, Series 31, Series 66Clean record22 years registeredHARBOUR WEALTH MANAGEMENT GROUP, INC.

126 SEVEN FARMS DRIVE, DANIEL ISLAND, SC 29492CRD# 4255583Firm CRD# 314496

Profile Verification

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

Identity

Ansley R Mellette · DANIEL ISLAND, SC

Registration

CRD #4255583 · HARBOUR WEALTH MANAGEMENT GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Jan 2026 – present

HARBOUR WEALTH MANAGEMENT GROUP, INC.

Jun 2021 – Jan 2026

DANIEL ISLAND, SC

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2018 – Aug 2021

MT. PLEASANT, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2004 – Aug 2018

MOUNT PLEASANT, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · February 12, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOUR WEALTH MANAGEMENT GROUP, INC.

CRD 314496 · SEC 801-121292

AUM

$174M

Regulatory assets under management

Employees

481 client accounts

Services offered by HARBOUR WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARBOUR WEALTH MANAGEMENT GROUP, INC. →

Introduction

Speak with Ansley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ansley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DANIEL ISLAND?

Browse all registered financial advisors in DANIEL ISLAND, South Carolina or claim this profile if it's yours.

Browse DANIEL ISLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ansley R Mellette offer?

Ansley R Mellette specializes in Financial Planning, Investment Management. Contact their office in DANIEL ISLAND, South Carolina for a consultation.

What are Ansley R Mellette's credentials?

Ansley R Mellette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ansley R Mellette located?

Ansley R Mellette is based in DANIEL ISLAND, South Carolina, working with HARBOUR WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the DANIEL ISLAND metropolitan area and surrounding communities.

How does Ansley R Mellette charge for services?

Ansley R Mellette's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOUR WEALTH MANAGEMENT GROUP, INC.?

HARBOUR WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →