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Melanie Gagliano

8 Years of Experience
Williamsville, NY
BrokerSells Insurance

Melanie Gagliano is a registered investment advisor, based in Williamsville, NY, with 8 years of industry experience.

Location

Williamsville, NY

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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 ActivitiesSells Insurance

Melanie works as a registered representative through Kestra Investment Services, LLC, dedicating about half her time to investment advising. She also sells and designs 401(k) plans and sells health insurance plans to small businesses, spending about 10-20% of her time on the former and minimal time on the latter. Melanie also works as an IAR through Kestra Advisory Services full-time.

Employment History
Current Registrations
Kestra Investment Services, LLC
June 2021 - Present · 4 yrs 11 mos
Kestra Advisory Services, LLC
June 2021 - Present · 4 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cadaret Grant & CO INC
May 2021 - June 2021 · 1 mo
Cadaret, Grant & CO., INC.Broker
July 2017 - June 2021 · 3 yrs 11 mos
State Registrations7 states
CTFLMSNJNMNYPA
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.
Melanie Gagliano - Financial Advisor | TrueAdvisor