CM
CFA · CFP
CM
CFA · CFP

Christopher Mellone

13 Years of Experience
Vienna, VA
Broker

Christopher Mellone is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 13 years of industry experience. Christopher 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

8391 Old Courthouse Rd Ste 203, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Christopher is an owner and associate para planner at VLP Financial Advisors, dedicating nearly full-time hours to preparing financial plans and investment research. He also serves as Director of PR for the Financial Planning Association and a board member for Virginia Tech's Financial Planning Advisory Board, spending a few hours per week on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2015 - June 2023 · 7 yrs 9 mos
Fbr Capital Markets & CO.Broker
May 2015 - September 2015 · 4 mos
UBS Financial Services INC.
March 2013 - May 2015 · 2 yrs 2 mos
UBS Financial Services INC.Broker
February 2013 - May 2015 · 2 yrs 3 mos
Morgan Stanley & CO. LLCBroker
August 2012 - January 2013 · 5 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIIDILMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCTXUTVAWAWV
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.