Daisy Melendez
Daisy Melendez is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Santa Barbara, CA, with 7 years of industry experience. Daisy 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
3700 State St Ste 230, Santa Barbara, CA, 93105
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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
Daisy sells life and health insurance with various companies since 2019, dedicating full-time hours to this activity. She also works as a registered administrative assistant for Santa Barbara Coastal Advisors since 2016, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations5 states
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