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Cecile Gallot

CRD# 7212330·Registered 2020 - 2025
Previously Registered: Being a previously registered professional could mean that Cecile is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Cecile Gallot, who also goes by Cecile Marie Gallot, Cecile Marie Meirelles, Cecile Meirelles, was a registered financial advisor. Cecile was a previously registered financial professional and started their career in finance 2020 - 2025. Cecile had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cecile Marie Gallot, Cecile Marie Meirelles, Cecile Meirelles

Blog Corner

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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.

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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

EDGE FINANCIAL ADVISORS, LLC·CRD# 136426
RIA
Wheaton, IL
April 9, 2024 - June 25, 2025
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Oswego, IL
October 22, 2021 - March 25, 2024
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Oswego, IL
October 22, 2021 - March 25, 2024
EDWARD JONES·CRD# 250
RIA
Naperville, IL
May 13, 2020 - August 5, 2021
EDWARD JONES·CRD# 250
BD
Naperville, IL
March 2, 2020 - August 5, 2021

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Current Firm

EF
EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

Contact Information

Main Address

111 West Wesley Street Suite 1, Wheaton, IL 60187

Phone Number

(630) 221-1000

# of Employees

10

Documents

Latest Form ADV

Part 2 Brochures

EDGE FINANCIAL ADVISORS, LLC ADV PART 2A (3/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,155

AUM (Assets Under Management)

$512,470,698

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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.

OSWEGOLAND SENIOR AND COMMUNITY CENTER POSITION: Board Member NATURE: Their mission is to promote the well-being of our senior community. To improve their quality of life and extend independent living by fully integrating the whole community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/08/2022 ADDRESS: 3525 US Highway 34, Oswego IL 60543, United States DESCRIPTION: Strategic governance and oversight.Serving the organization's stakeholders.Setting policies.Setting and measuring goals and achievements. THE 3:11 PROJECT POSITION: Director of Marketing and Recruiting NATURE: The 3:11 project takes it's name from Luke 3:11. The mission of the organization is to help individuals that are struggling with basic necessities for themselves and their families. The organization attempts to fill in gaps from other local charities and resources. For example, if a family needs to go to the local food pantry but is unable to make it on Thursdays, someone from the project would arrange to pick up the items for them. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2022 ADDRESS: 102 E Schoolhouse Rd, Yorkville IL 60560, United States DESCRIPTION: I will primarily be responsible for coordinating volunteers and team leaders of volunteers for different service projects.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2020About the SIE exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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