Melissa Ann Mayer

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

• 01/2013 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2017 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2002 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2002 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 06/2002 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2002 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA

Other Businesses

YOUNIQUE PRODUCTS, ONLINE DIRECT MARKETING SALES OF COSMETICS

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-28
• S65 Uniform Investment Adviser Law Examination
  1999-12-27

Other Names

• Melissa Ann Thomas