Melissa Fry

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

• 07/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2022 → 07/2022
  Cetera Advisor Networks
  El Segundo, CA
• 07/1999 → 05/2025
  Advocate Aurora Healthcare
  Milwaukee, WI
• 12/2015 → 12/2021
  Aurora St. Luke's Medical Center
  Milwaukee, WI
• 05/2022 → 07/2022
  Patricia J. Robertson
  East Troy, WI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MELISSA FRY FINANCIAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ENTITY FOR TAX PURPOSES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX REPORTING PURPOSES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 11/15/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: BRISTOLL IN THE DELLS, LLC; INVESTMENT RELATED: NO; ADDRESS: 55 BOWMAN ROAD #106 WISCONSIN DELLS, WI 53965; NATURE OF BUSINESS: FAMILY OWNERSHIP VACATION CONDO; START DATE: 07/2013; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR PARTICIPATION IN OPERATIONS OF ENTITY;

Exams

• S66 Uniform Combined State Law Examination
  2023-01-04

Other Names

• Melissa Robertson