Melody Brady

CFP

Calton & Associates, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning

Calton & Associates, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

223 advisors

Number of Clients

6,062 clients

Average Client Portfolio

$201K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$50K

Location

Worthington, OH

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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.

Employment History

Current Registrations

Calton & Associates, INC.

April 2025 - Present · 10 mos

Calton & Associates, INC.Broker

April 2025 - Present · 10 mos

Forefront

March 2025 - Present · 11 mos

Nectarine

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Xypn Invest

February 2024 - April 2025 · 1 yr 2 mos

Beechmont Financial

January 2024 - April 2024 · 3 mos

Cuso Financial Services, L.P.

September 2014 - December 2023 · 9 yrs 3 mos

Cuso Financial Services, L.P.Broker

September 2014 - December 2023 · 9 yrs 3 mos

Charles Schwab & CO., INC.

November 2013 - September 2014 · 10 mos

Charles Schwab & CO., INC.Broker

July 2011 - September 2014 · 3 yrs 2 mos

State Registrations3 states

CAOHTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.