Melissa A Gallant
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
13 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCFeb 2020 to now
- Winchester Financial GroupFeb 2020 to now
- Trilogy Capital, Inc.Jan 2018 to Feb 2020
- Trilogy Financial ServicesJan 2018 to Feb 2020
- LPL Financial, LLCJan 2018 to Apr 2019
- Melissa GallantSep 2015 to Nov 2023
- Ameriprise Financial Services, Inc.Dec 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 4 states (MA, NH, TN, TX).
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
- 4953331
- Firm CRD
- 105644