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Melissa Joy Reider

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

Lyndhurst, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Melissa works part-time as a personal stylist at Nordstrom and is a registered investment advisor. She also sells fixed insurance products, is a registered representative with Vantage Financial Group, and is a part-owner of Dogdad LLC, a real estate business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Financial Management Strategies, INC.
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
May 2007 - September 2013 · 6 yrs 4 mos
Walnut Street Securities, INC.Broker
May 1991 - September 2013 · 22 yrs 4 mos
Prudential-Bache Securities INC.Broker
October 1987 - September 1990 · 2 yrs 11 mos
E. F. Hutton & Company INCBroker
April 1983 - November 1987 · 4 yrs 7 mos
State Registrations14 states
AZCAFLILKSMANCNVNYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Melissa Joy Reider - Financial Advisor | TrueAdvisor