Joseph Michael Melenick

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 05/2017
  Firstmerit Bank
  Akron, OH
• 10/2013 → 05/2017
  Lpl Financial Llc
  Charlotte, NC
• 02/2017 → 05/2017
  The Huntington Investment Company
  Hartville, OH
• 05/2017 → 06/2020
  Citizens Securities, Inc.
  Parma Heights, OH
• 05/2017 → 06/2020
  Citizens Bank
  Cleveland, OH
• 07/2020 → 08/2021
  Equitable Advisors Llc
  New York, NY
• 08/2021 → Present
  Cetera Investment Services Llc
  St.CLoud, MN
• 08/2021 → Present
  Cetera Investment Advisers Llc
  Bay Village, OH

Previous Registrations

• 2020-07-01 → 2021-09-01
  Equitable Advisors, Llc
  Independence, OH
• 2017-05-18 → 2020-07-01
  Citizens Securities, Inc.
  Cleveland, OH
  Cleveland, OH
  Middleburgh Heights, OH
  Toledo, OH
  Parma, OH
  Lakewood, OH
  Independence, OH
  Fairlawn, OH
• 2017-02-01 → 2017-05-08
  The Huntington Investment Company
  Mogadore, OH
  Akron, OH
  Akron, OH
  Hartville, OH
• 2013-10-07 → 2017-02-01
  Lpl Financial Llc
  Akron, OH
  Akron, OH
  Mogadore, OH
  Hartville, OH
• 2008-12-12 → 2013-10-04
  Cetera Investment Services Llc
  Garfield Heights, OH
  Parma, OH
  Rocky River, OH
  North Olmsted, OH
• 2008-08-27 → 2008-12-18
  Cetera Wealth Services, Llc
  Rocky River, OH
  Fairview Park, OH
  North Olmsted, OH
  Olmsted Township, OH
• 2007-05-30 → 2008-07-30
  Edward Jones
  St Louis, MO
  Bay Village, OH

Other Businesses

SALE OF FIXED INSURANCE TO BE WRITTEN THROUGH JBC COMPANIES (DBA FOR JACKSON BROKERAGE CORP)

Exams

• S66 Uniform Combined State Law Examination
  2007-05-10