DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Melania Mccarley

Sage Advisory Services Ltd Comixed wealthAustin, Tx IA-onlyIAPD 3043535

Feed of 09/15/2026

Also filed as Melania Ponce

At current firm

3 y

since May 11, 2023

In the industry

20 y

since Sep 7, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sage Advisory Services Ltd Co mixed wealth current
since May 11, 2023 · Austin, Tx
American Beacon Advisors, Inc. other
Dec 6, 2021 to May 4, 2023 · Irving, Tx
Capital Client Group, Inc. no RAUM
Jun 27, 2017 to Jul 20, 2021 · Carmel, In
Valeo Financial Advisors, LLC independent RIA
Jun 22, 2016 to Jun 23, 2017 · Carmel, In
Wells Fargo Advisors wirehouse
Jul 31, 2014 to Apr 1, 2016 · Lafayette, In
Valic Financial Advisors, Inc. BD affiliated
May 17, 2013 to Jul 24, 2014 · Carmel, In
American Beacon Advisors, Inc. other
Nov 1, 2010 to May 13, 2013 · Irving, Tx
King Investment Advisors, Inc. former
Sep 12, 2007 to Dec 5, 2008 · Houston, Tx
Invesco Aim Private Asset Management, Inc. unclassified
Sep 8, 2006 to Jul 5, 2007 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

American Beacon Advisors, Inc. to Sage Advisory Services Ltd Co
left May 4, 2023, registered May 11, 2023 (7 days) · Other
Capital Client Group, Inc. to American Beacon Advisors, Inc.
left Jul 20, 2021, registered Dec 6, 2021 (139 days) · Other
Valeo Financial Advisors, LLC to Capital Client Group, Inc.
left Jun 23, 2017, registered Jun 27, 2017 (4 days) · Other
Wells Fargo Advisors to Valeo Financial Advisors, LLC
left Apr 1, 2016, registered Jun 22, 2016 (82 days) · Other
Valic Financial Advisors, Inc. to Wells Fargo Advisors
left Jul 24, 2014, registered Jul 31, 2014 (7 days) · Other
American Beacon Advisors, Inc. to Valic Financial Advisors, Inc.
left May 13, 2013, registered May 17, 2013 (4 days) · Other
King Investment Advisors, Inc. to American Beacon Advisors, Inc.
left Dec 5, 2008, registered Nov 1, 2010 (696 days) · Other
Invesco Aim Private Asset Management, Inc. to King Investment Advisors, Inc.
left Jul 5, 2007, registered Sep 12, 2007 (69 days) · Other

Signals

Melania Mccarley left American Beacon Advisors, Inc. for Sage Advisory Services Ltd Co (registered 2023-05-11)
May 4, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address