Melissa A. Gannon
Professional summary
Melissa Ann Gannon, CFP®, who also goes by Missy Ann Gannon, Melissa Ann Keller, Missy Ann Keller, is a registered financial advisor currently at CASTLE WEALTH MANAGEMENT located in Boynton Beach, Florida.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Melissa has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Ann Gannon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
December 1, 2016 - Present
CASTLE WEALTH MANAGEMENT
Office #1: 1880 N Congress Ave Suite 302, Boynton Beach, FL 33426February 13, 2015 - October 4, 2016
REGAL INVESTMENT ADVISORS LLC
Primary Firm SEC Registration
CASTLE WEALTH MANAGEMENT
CRD#: 118364 / SEC#: 801-60871
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/1/2016)
(1/24/2022)
Current Firm
CASTLE WEALTH MANAGEMENT
CRD#: 118364 / SEC#: 801-60871
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 812 |
| AUM (Assets Under Management) | $ 371,943,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/02/2025 | ||
| 01/18/2024 | ||
| 10/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CASTLE WEALTH MANAGEMENT
CRD#: 118364Boynton Beach, FL 33426TRUST BUT VERIFY
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