Melissa Ann Masterson-kellenberger
Professional Summary
Melissa Ann Masterson-kellenberger, who also goes by Melissa Masterson, Melissa Ann Paquette, Melissa Paquette, was a registered financial advisor. Melissa was a previously registered financial professional and started their career in finance 2011 - 2021. Melissa had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Melissa Masterson, Melissa Ann Paquette, Melissa Paquette
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
CASTLE WEALTH MANAGEMENT | P.F.S. ADVISORS L.C. | CASTLE WEALTH MANAGEMENT LLC
Contact Information
Main Address
1880 N Congress Ave Suite 302, Boynton Beach, FL 33426Phone Number
(561) 686-9604# of Employees
8SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
917AUM (Assets Under Management)
$430,064,189Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2026 | Cover Page | Report |
| 10/16/2025 | Cover Page | Report |
| 01/02/2025 | Cover Page | Report |
| 01/18/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CASTLE WEALTH MANAGEMENT | P.F.S. ADVISORS L.C. | CASTLE WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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