Michael Francis Melly

Current Employers

Employment History

• 09/2022 → 11/2023
  Mass Mutual Life Insurance Co.
  Wall Township, NJ
• 04/2022 → 07/2022
  One Team Financial
  Cranford, NJ
• 09/2021 → 04/2022
  Integrated Wealth Solutions
  Manalapan, NJ
• 11/2020 → 03/2021
  Shore Financial Planning
  Monmouth Beach, NJ
• 06/2010 → 11/2025
  Sutton Place Occupational Therapy
  Brick, NJ
• 11/2023 → 05/2024
  Island Financial Advisors
  Toms River, NJ
• 06/2024 → 01/2026
  Magellan Federal
  Joint Base Mcguire/Dix-Lakehurst, Nj, NJ
• 12/2024 → Present
  Tender Touch Rehabilitation Services
  Lakewood, NJ
• 09/2022 → 11/2023
  Creative Financial Group
  Wall, NJ
• 12/2020 → Present
  Michael Melly
  Brick, NJ
• 07/2010 → Present
  Celtic Shores Realty
  Brick, NJ
• 03/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2022 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CELTIC SHORES REALTY INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: REAL ESTATE / LANDLORD START DATE: 07/2010 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COLLECT RENT AND HAVE REPAIRS DONE AS NECESSARY; 3. NAME OF OTHER BUSINESS: MICHAEL MELLY INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: NOTARY SERVICES START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES; 4. NAME OF OTHER BUSINESS: TENDER TOUCH REHABILITATION SERVICES INVESTMENT RELATED: NO ADDRESS: 400 NJ 70 LAKEWOOD NJ 08701 NATURE OF BUSINESS: SKILLED NURSING REHABILITATION START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: PER DIEM OCCUPATIONAL THERAPIST APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OCCUPATIONAL THERAPIST; 5. NAME OF OTHER BUSINESS: MID ATLANTIC RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-18
• S65 Uniform Investment Adviser Law Examination
  2021-05-08

Designations

Other Names

• Michael F Melly