Melissa Ann Gannon
Investment adviser representative at Castle Wealth Management
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$430.1MFirm 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
Experience
10 years in the industry.
- Castle Wealth ManagementOct 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Castle Wealth Management
Legal name: Castle Wealth Management LLC
$430.1MAssets managed
251Clients
5Advisers
24 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
- 6333322
- Firm CRD
- 118364