MF
MF

Melissa Fry

3 Years of Experience
East Troy, WI
Broker

Melissa Fry is a registered investment advisor at Cetera Investment Advisers LLC, based in East Troy, WI, with 3 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

East Troy, WI

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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

Melissa works as an occupational therapist at Advocate Aurora Healthcare, dedicating a significant amount of time to this role. She also provides clerical assistance for Patricia J. Robertson's financial services business, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
State Registrations12 states
AKAZFLGAILKYMEMINEOHVAWI
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.