MR
Melissa J. Reider
FINANCIAL MANAGEMENT STRATEGIES
Broadview Hts., OH 44147
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CRD#: 1122269
MR
Professional summary
Melissa Joy Reider is a registered financial advisor currently at FINANCIAL MANAGEMENT STRATEGIES, INC. located in Broadview Hts., Ohio and CETERA INVESTMENT ADVISERS LLC located in Lyndhurst, Ohio.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Melissa has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PART TIME PERSONAL STYLIST AT NORDSTROM IN BEACHWOOD, OH FOR 12 EVE/WKND HRS/WK SINCE 2/2012. 2) FMS REGISTERED INVESTMENT ADVISOR THROUGH JEFF KNOX INVESTMENT ADVISOR REP UNDER FINANCIAL MANAGEMENT STRATEGIES, INC./IAR LOCATED 9050 SWEET WATER DRIVE VALLET VIEW H 44124, 10 WEEKDAY AND 2 EVENING/WEEKEND HOURS SINCE 6/13 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE:12/2018 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS ANNUITIES ; 4) NAME OF OTHER BUSINESS: DOGDAD LLC; INVESTMENT RELATED: NO; ADDRESS: 1303 IRENE ROAD CLEVELAND OH 44124; NATURE OF BUSINESS: REAL ESTATE; START DATE: 2/2021; POSITION/TITLE/RELATIONSHIP: PART OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PART OWNER; 5) NAME OF OTHER BUSINESS: YOUR FINANCIALADVISOR INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2008, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 35, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND TAX PURPOSES.;
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Joy Reider's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 2, 2013 - Present
FINANCIAL MANAGEMENT STRATEGIES, INC.
Office #1: 9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147RIA
CRD#: 120818
Broadview Hts., OH
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
LYNDHURST, OH
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 3200 W Market St Ste 300, Akron, OH 44333BD
CRD#: 13572
LYNDHURST, OH
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
May 3, 2007 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
CLEVELAND, OH
Past
May 8, 1991 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
CLEVELAND, OH
Past
October 23, 1987 - September 18, 1990
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
April 22, 1983 - November 30, 1987
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/31/2015)
RR
California(2/20/2024)
RR
Florida(5/9/2017)
RR
Illinois(9/3/2013)
RR
Kansas(9/3/2013)
RR
Massachusetts(9/3/2013)
RR
Nevada(9/3/2013)
RR
New York(2/24/2014)
RR
North Carolina(9/16/2019)
IAR
Ohio(7/2/2013)
RR
Ohio(9/3/2013)
RR
Pennsylvania(9/3/2013)
RR
South Carolina(12/16/2015)
RR
Texas(1/22/2019)
IAR
Texas(12/10/2020)
IAR
Texas(6/29/2023)
RR
Virginia(9/3/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
