Unclaimed Profile

Melissa Ann Gannon

CASTLE WEALTH MANAGEMENT LLC·WEST PALM BEACH, Florida

Series 65Clean record11 years registeredCASTLE WEALTH MANAGEMENT LLC

201 ARKONA CT, WEST PALM BEACH, FL 33401-7116CRD# 6333322Firm CRD# 118364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Ann Gannon · WEST PALM BEACH, FL

Registration

CRD #6333322 · CASTLE WEALTH MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

CASTLE WEALTH MANAGEMENT

Dec 2016 – present

REGAL INVESTMENT ADVISORS LLC

Feb 2015 – Oct 2016

LAKE WORTH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 13, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASTLE WEALTH MANAGEMENT LLC

CRD 118364 · SEC 801-60871

AUM

$350M

Regulatory assets under management

Employees

722 client accounts

Services offered by CASTLE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CASTLE WEALTH MANAGEMENT LLC →

Introduction

Speak with Melissa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melissa is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST PALM BEACH?

Browse all registered financial advisors in WEST PALM BEACH, Florida or claim this profile if it's yours.

Browse WEST PALM BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Melissa Ann Gannon offer?

Melissa Ann Gannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Melissa Ann Gannon's credentials?

Melissa Ann Gannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ann Gannon located?

Melissa Ann Gannon is based in WEST PALM BEACH, Florida, working with CASTLE WEALTH MANAGEMENT LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Melissa Ann Gannon charge for services?

Melissa Ann Gannon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASTLE WEALTH MANAGEMENT LLC?

CASTLE WEALTH MANAGEMENT LLC has approximately 7 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →