MG
CFP · ChFC
MG
CFP · ChFC

Melissa Geracimos

30 Years of Experience
Alexandria, VA
1 DisclosureBroker

Melissa Geracimos is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Alexandria, VA, with 30 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

Alexandria, VA

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2024
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2026 - Present · 1 mo
Cetera Investment Services LLC
September 2026 - Present · 1 mo
Cetera Wealth Services, LLCBroker
September 2026 - Present · 1 mo
Cetera Investment Services LLCBroker
September 2026 - Present · 1 mo
Cetera Wealth Services, LLC
September 2026 - Present · 1 mo
Previous Registrations
Aurelius Family Office, LLC
February 2025 - July 2026 · 1 yr 5 mos
Charles Schwab & CO., INC.
June 2024 - January 2025 · 7 mos
Charles Schwab & CO., INC.Broker
June 2024 - January 2025 · 7 mos
HUB International Investment Services INC.Broker
November 2021 - May 2024 · 2 yrs 6 mos
Global Retirement Partners LLC
January 2020 - May 2024 · 4 yrs 4 mos
LPL Financial LLCBroker
January 2020 - June 2024 · 4 yrs 5 mos
Madison Avenue Securities, LLCBroker
October 2018 - October 2019 · 1 yr
Campbell Wealth Management, INC.
April 2016 - October 2019 · 3 yrs 6 mos
LPL Financial LLCBroker
February 2014 - October 2018 · 4 yrs 8 mos
LPL Financial LLC
February 2014 - April 2016 · 2 yrs 2 mos
LPL Financial LLC
November 2012 - February 2014 · 1 yr 3 mos
LPL Financial LLCBroker
November 2012 - February 2014 · 1 yr 3 mos
Lincoln Financial Securities CorporationBroker
October 2009 - December 2012 · 3 yrs 2 mos
Lincoln Financial Securities Corporation
October 2009 - December 2012 · 3 yrs 2 mos
Securities America Advisors, INC.
July 2009 - October 2009 · 3 mos
Securities America, INC.Broker
July 2009 - October 2009 · 3 mos
Lincoln Financial Securities Corporation
August 2006 - July 2009 · 2 yrs 11 mos
Lincoln Financial Securities CorporationBroker
June 2006 - July 2009 · 3 yrs 1 mo
Deutsche Bank Securities INC.Broker
January 2001 - July 2006 · 5 yrs 6 mos
Deutsche Bank Securities INC.
August 2000 - July 2006 · 5 yrs 11 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
March 1996 - September 1997 · 1 yr 6 mos
Smith Barney INC.Broker
December 1995 - March 1996 · 3 mos
State Registrations3 states
DCVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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