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Melissa Gallant

Cetera Investment Advisers LLC
18 Years of Experience
Stoneham, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Melissa Gallant is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 18 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.

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

Location

91 Montvale Ave, Stoneham, MA, 02180

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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 sells health, disability, annuities, and long-term care insurance with various companies since 2020 and is a representative at Winchester Financial Group, dedicating full-time hours to providing financial services. Melissa also owns a rental property in Nashville, TN, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLC
February 2020 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2020 - June 2023 · 3 yrs 3 mos
LPL Financial LLCBroker
May 2018 - April 2019 · 11 mos
Trilogy Capital, INC.
January 2018 - March 2020 · 2 yrs 2 mos
LPL Financial LLCBroker
January 2018 - April 2018 · 3 mos
Ameriprise Financial Services, INC.
June 2017 - January 2018 · 7 mos
Ameriprise Financial Services, INC.Broker
January 2014 - January 2018 · 4 yrs
Comprehensive Asset Management and Servicing, INC.Broker
October 2012 - December 2013 · 1 yr 2 mos
Lincoln Financial Securities CorporationBroker
April 2011 - October 2012 · 1 yr 6 mos
Woodbury Financial Services, INC.Broker
January 2010 - May 2010 · 4 mos
Securities America, INC.Broker
August 2007 - April 2009 · 1 yr 8 mos
Investors Capital CORP.Broker
July 2006 - August 2007 · 1 yr 1 mo
State Registrations18 states
CACOCTFLGAILMAMDMENCNHNYORPARITNTXWI
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.
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