Melissa Donna Darnell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 08/2016 → 12/2016
  You First Services
  Cheektowaga, NY
• 12/2016 → 05/2017
  Unemployed
  Hamburg, NY
• 05/2017 → 11/2017
  Saperston Asset Management, Inc
  Hamburg, NY
• 11/2017 → 01/2018
  Unemployed
  Hamburg, NY
• 01/2018 → 02/2021
  Evans Bank
  Angola, NY
• 05/2018 → 02/2021
  Lpl Financial Llc
  Angola, NY
• 12/2021 → 12/2024
  Cetera Investment Advisers Llc
  Cheektowaga, NY
• 12/2021 → 12/2024
  Cetera Investment Service Llc
  St Cloud, MN
• 05/2021 → 11/2021
  Unemployed
  Hamburg, NY
• 12/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY

Previous Registrations

• 2021-12-23 → 2024-12-03
  Cetera Investment Advisers Llc
  Cheektowaga, NY
• 2018-05-16 → 2021-02-26
  Lpl Financial Llc
  Angola, NY
  Hamburg, NY
  Hamburg, NY
  Forestville, NY
• 2017-06-06 → 2017-11-15
  Saperston Asset Management, Inc.
  Hamburg, NY
  Hamburg, NY
• 2014-05-07 → 2016-01-12
  Legend Advisory, Llc
  Lake Wook, NY
  Palm Beach Gardens, FL
  Getzville, NY
• 2011-11-03 → 2013-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY

Other Businesses

1. ATLAS WEALTH ADVISORS LLC POSITION: Registered Sales Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 12/03/2024 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Registered Sales Assistant to an Advisor at Previs Wealth. I provide customer service & administrative support 2. MELISSA DARNELL FIXED INSURANCE POSITION: Agent - Insurance Producer NATURE: Sales Assistant to Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Provide Sales Assistance to Agent for Insurance & Fixed Annuity business 3. PREVIS WEALTH POSITION: Registered Sales Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 12/03/2024 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Registered Sales Assistant to an Advisor at Previs Wealth. I provide customer service & administrative support

Exams

• S66 Uniform Combined State Law Examination
  2011-11-01

Other Names

• Melissa Donna Bardak
• Melissa Donna Schad
• Melissa Donna Giglio
• Melissa Donna Darnell
• Melissa D Giglio
• Melissa D Darnell