Melissa A Geracimos
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$256.8BFirm assets
Are you Melissa A Geracimos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment Services, LLCJul 2026 to now
- Cetera Wealth Services, LLCJul 2026 to now
- Aurelius Family Office, LLCFeb 2025 to Jun 2026
- Charles Schwab & Co., Inc.May 2024 to Dec 2024
- Charles Schwab Bank SsbMay 2024 to Dec 2024
- Global Retirement Partners, LLCJan 2020 to May 2024
- Hub International Investment Services, Inc.Jan 2020 to May 2024
- UnemployedOct 2019 to Jan 2020
- Campbell Wealth Management, IncFeb 2016 to Oct 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2681315
- Firm CRD
- 105644