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Melissa Ann Gannon

Castle Wealth Management

Boynton Beach, FL

CRD 6333322

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Employer firm

Castle Wealth Management CRD 118364

$430M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Castle Wealth Management

1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-24
FL RA APPROVED 2016-12-01
  • NY RA
    APPROVED
    Since 2022-01-24
  • FL RA
    APPROVED
    Since 2016-12-01

Branch Locations

1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Best Life Financial Planning Lake Worth FL 02/2015 09/2016
Castle Wealth Management West Palm Beach FL 10/2016 Present
  • 02/2015 → 09/2016
    Best Life Financial Planning
    Lake Worth, FL
  • 10/2016 → Present
    Castle Wealth Management
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-17
  • S65 Uniform Investment Adviser Law Examination
    2013-04-17
Designations
  • Certified Financial Planner
Other Names
  • Missy Ann Gannon
  • Missy Ann Keller
  • Melissa Ann Keller

View on SEC IAPD

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