Melinda Woolsey, financial advisor Indianapolis IN

Melinda Woolsey

CRD Number: 2112069
Current Firm: Cetera Investment Advisers LLC

Melinda Woolsey (CRD# 2112069) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Indianapolis, IN and has over 29 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cetera Advisors LLC Indianapolis, IN Sep 2022 - Current 1
First Allied Advisory Services, Inc. Schaumburg, IL Oct 2021 - Current 2
First Allied Securities, Inc. San Diego, CA Oct 2021 - Sep 2022 < 1
Column Capital Advisors, LLC Indianapolis, IN Oct 2019 - Oct 2021 2
David A Noyes & Company Indianapolis, IN Oct 2018 - Oct 2019 1
Wells Fargo Clearing Services LLC Indianapolis, IN Sep 2017 - Sep 2018 1
Esg Security Indianapolis, IN Oct 2016 - Sep 2017 < 1
Thurston Springer Miller Herd & Titak, Inc. Indianapolis, IN Jul 2014 - Aug 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Melinda A. Woolsey
Phone Number: 310-257-7880
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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