WM
WM
William Mellas
24 Years of Experience
Lakeland, FL
Broker
William Mellas is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakeland, FL, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
4535 S Florida Ave, Lakeland, FL, 33813
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2017 - Present · 8 yrs 11 mos
Cetera Investment Services LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Aegis Capital CORP.
August 2016 - June 2017 · 10 mos
Aegis Capital CORP.Broker
March 2010 - June 2017 · 7 yrs 3 mos
Gunnallen Financial, INCBroker
November 2008 - March 2010 · 1 yr 4 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
November 2001 - December 2008 · 7 yrs 1 mo
State Registrations14 states
ALCTFLGAMDMIMSNJNYOHTNTXUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.