AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CG

Cecile Gallot

Some features on this profile are disabled
CRD#: 7212330
CG

Professional summary

Being a previously registered professional could mean that this person 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.

Cecile Gallot, who also goes by Cecile Marie Gallot, Cecile Marie Meirelles, Cecile Meirelles, was a registered financial professional .

Cecile is a previously registered financial professional and started their career in finance in 2020. Cecile had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cecile Marie Gallot | Cecile Marie Meirelles | Cecile Meirelles

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.
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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 9, 2024 - June 25, 2025

EDGE FINANCIAL ADVISORS, LLC

RIA
CRD#: 136426
WHEATON, IL
Past

October 22, 2021 - March 25, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
OSWEGO, IL
Past

October 22, 2021 - March 25, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
OSWEGO, IL
Past

May 13, 2020 - August 5, 2021

EDWARD JONES

RIA
CRD#: 250
Naperville, IL
Past

March 2, 2020 - August 5, 2021

EDWARD JONES

BD
CRD#: 250
Naperville, IL

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".
EF
EDGE FINANCIAL ADVISORS, LLC
ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA
Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/2/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2020
Securities Industry Essentials Examination

Current Firm

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

CRD#: 136426 / SEC#: 801-64547

RIA
Registered Investment Advisory firm - (7/28/2005 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 West Wesley Street Suite 1, Wheaton, IL 60187
Mailing Address
Phone number
(630) 221-1000
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EDGE FINANCIAL ADVISORS, LLC ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts821
AUM (Assets Under Management)$ 379,263,936

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.

Company Information

EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426

TRUST BUT VERIFY

Monitor Cecile Gallot

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics