MD
MD
Melissa Dineen
12 Years of Experience
Toms River, NJ
Broker
Melissa Dineen is a registered investment advisor at Cetera Investment Advisers LLC, based in Toms River, NJ, with 12 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
827 Fischer Blvd, Toms River, NJ, 08753
Get directionsHistory
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
May 2021 - Present · 5 yrs
Cetera Investment Services LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Santander Securities
September 2018 - May 2021 · 2 yrs 8 mos
Santander Securities LLCBroker
March 2018 - May 2021 · 3 yrs 2 mos
Cetera Investment Services LLCBroker
December 2017 - December 2017 · 0 mos
Invest Financial CorporationBroker
June 2016 - December 2017 · 1 yr 6 mos
Santander Securities LLCBroker
March 2013 - June 2016 · 3 yrs 3 mos
State Registrations3 states
FLNJSC
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.