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Melissa Dawn Bane

GREENWOOD CAPITAL ASSOCIATES, LLC·GREENWOOD, South Carolina
Clean record13 years registeredGREENWOOD CAPITAL ASSOCIATES, LLC
425 MAIN STREET, GREENWOOD, SC 29646-2741CRD# 6200088Firm CRD# 115015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Dawn Bane · GREENWOOD, SC
Registration
CRD #6200088 · GREENWOOD CAPITAL ASSOCIATES, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

GREENWOOD CAPITAL ASSOCIATES, LLC
Jun 2013 – present
02

Registrations & Exams

Registration record
First registered · June 18, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015 · SEC 801-60493
AUM
$1.5B
Regulatory assets under management
Employees
19
714 client accounts
Services offered by GREENWOOD CAPITAL ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing 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 GREENWOOD CAPITAL ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Melissa Dawn Bane offer?
Melissa Dawn Bane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, South Carolina for a consultation.
What are Melissa Dawn Bane's credentials?
Melissa Dawn Bane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Dawn Bane located?
Melissa Dawn Bane is based in GREENWOOD, South Carolina, working with GREENWOOD CAPITAL ASSOCIATES, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Melissa Dawn Bane charge for services?
Melissa Dawn Bane's firm is compensated through percentage of aum, subscription fees, other: % of aum for retirement ed/cons/inv mgmt, ref fees, rev share,. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENWOOD CAPITAL ASSOCIATES, LLC?
GREENWOOD CAPITAL ASSOCIATES, LLC has approximately 19 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENWOOD CAPITAL ASSOCIATES, LLC

John Robert Decker
GREENWOOD, SC
James Philip Bell
GREENWOOD, SC
Brian Lanier Disher
GREENWOOD, SC
Denise Hemingway Lollis
GREENWOOD, SC
John Durham Wiseman
GREENWOOD, SC
Walter Blakely Todd
GREENWOOD, SC

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Nearby cities in South Carolina
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Research
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