Melody Anne Ream
Investment Adviser Representative at D.a. Davidson & Co.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melody Anne Ream is an investment adviser representative with D.a. Davidson & Co. in South Jordan, UT, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Wealth Management CPAS, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Texas and Utah.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
28 states and territories
Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nevada, New Mexico, New York, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wealth Management CPAs, LLCFeb 2025 – Apr 2026Salt Lake City, UT
- Mark MY Words, LLCJul 2022 – no end date reportedCottonwood Heights, UT
- Powder Trout Adventure Company, LLC dba All Seasons AdventuresDec 2021 – no end date reportedPark City, UT
- Wealth Management CPAs, LLCJul 2022 – Feb 2025Salt Lake City, UT
- Pearson Butler, PLLCDec 2017 – Jul 2022South Jordan, UT
- AppleOne Employment ServicesOct 2017 – Dec 2017Midvale, UT
- Canyons School DistrictAug 2011 – Sep 2017Sandy, UT
- DA DavidsonMay 2026 – no end date reportedSouth Jordan, UT
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About D.a. Davidson & Co.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 693
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Great Falls, MT
- SEC file number:
- 801-45761
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at D.a. Davidson & Co.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melody Anne Ream has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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