MR
MR

Melissa Reider

42 Years of Experience
BrokerSells Insurance

Melissa Reider is a registered investment advisor at Cetera Investment Advisers LLC, based in Lyndhurst, OH, with 42 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
Loading...

Location

Lyndhurst, OH

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Melissa works part-time as a personal stylist at Nordstrom and is a registered investment advisor. She also sells fixed insurance products, is a registered representative with Vantage Financial Group, and is a part-owner of Dogdad LLC, a real estate business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Financial Management Strategies, INC.
July 2013 - Present · 12 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
May 2007 - September 2013 · 6 yrs 4 mos
Walnut Street Securities, INC.Broker
May 1991 - September 2013 · 22 yrs 4 mos
Prudential-Bache Securities INC.Broker
October 1987 - September 1990 · 2 yrs 11 mos
E. F. Hutton & Company INCBroker
April 1983 - November 1987 · 4 yrs 7 mos
State Registrations14 states
AZCAFLILKSMANCNVNYOHPASCTXVA
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.