Melissa Gallant
Melissa Gallant is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 17 years of industry experience. Melissa 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
Firm Size
IM Fee
Assets Under Management
Location
91 Montvale Ave, Stoneham, MA, 02180
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Regulatory History
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 →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
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLCBroker
Trilogy Capital, INC.
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Comprehensive Asset Management and Servicing, INC.Broker
Lincoln Financial Securities CorporationBroker
Woodbury Financial Services, INC.Broker
Securities America, INC.Broker
Investors Capital CORP.Broker
State Registrations16 states
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