Melanie Jane Gagliano

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 04/2017
  Exile East Llc
  New York, NY
• 04/2017 → 06/2021
  Cadaret, Grant & Co., Inc.
  Amherst, NY
• 06/2021 → Present
  Kestra Investment Services, Llc
  Amherst, NY
• 06/2021 → Present
  Kestra Advisory Services, Llc
  Amherst, NY

Previous Registrations

• 2021-05-04 → 2021-06-03
  Cadaret, Grant & Co., Inc.
  Amherst, NY
  Lockport, NY

Other Businesses

Business Name: Melanie Gagliano Inv Rel: Yes Address: 270 Northpointe Parkway, Suite 10 Amherst NY 14228 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name POS: Myself/Owner Start Date: 7/30/2017 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Investment advising to clients as a registered rep Business Name: TPS Group Inv Rel: No Address: 270 Northpointe Parkway, Suite 10 Amherst NY 14228 NOB: Other TPA POS: Sales Associate Start Date: 5/15/2017 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: I sell and design 401(k) plans to best fit the company needs. Business Name: Bennett Gagliano Inc. Inv Rel: Yes Address: 270 Northpointe Parkway, Suite 10 Amherst NY 14228 NOB: Insurance POS: Sales Associate Start Date: 5/15/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I sell health insurance plans to small businesses Business Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-09-20