Melissa G. Albanese
Professional summary
Melissa Gaye Albanese, who also goes by Melissa G Albanese, Melissa G Haber, Melissa Gaye Haber, is a registered financial professional currently at SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.
Melissa is registered as a RR (Registered Representative) and started their career in finance in 1991. Melissa has worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Melissa Gaye Albanese's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2026 - Present
SEI INVESTMENTS DISTRIBUTION CO.
Office #1: One Freedom Valley Drive, Oaks, PA 19456October 11, 2024 - April 2, 2025
OSAIC WEALTH, INC.
October 11, 2024 - April 2, 2025
OSAIC WEALTH, INC.
February 1, 2013 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
January 31, 2013 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
September 27, 2012 - November 5, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
September 27, 2012 - November 5, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
November 30, 2010 - July 18, 2012
EAGLE STRATEGIES LLC
April 9, 1998 - July 18, 2012
NYLIFE SECURITIES LLC
February 8, 1995 - December 18, 1997
DEUTSCHE BANK SECURITIES INC.
May 19, 1994 - January 17, 1995
KIDDER, PEABODY & CO. INCORPORATED
April 18, 1991 - April 20, 1994
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2026)
(6/30/2026)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 2/9/2004
Limited Representative-Equity Trader ExamFINRA
Current Firm
SEI INVESTMENTS DISTRIBUTION CO.
CRD#: 10690 / SEC#: , 8-27897
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SEI INVESTMENTS COMPANY | SHAREHOLDER | |
| CAMPISI, JENNIFER HICKMAN | CHIEF COMPLIANCE OFFICER, ASST SECRETARY | 5299753 |
| COARY, JOHN PATRICK | TREASURER, CFO | 2551648 |
| CORKERY, HEATHER MAJCZAN | DIRECTOR | 6896886 |
| GARCIA, GABRIEL | DIRECTOR | 2500963 |
| HUM, ROBERT M | DIRECTOR, PRESIDENT, CEO | 5716140 |
| MCGHIN, JASON MICHAEL | COO | 3119188 |
| MUNCH, JOHN CHARLES | SECRETARY, GENERAL COUNSEL | 4739576 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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