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Member/sr. Relationship Manager · Castle Wealth Management

Melissa A. Gannon

CRD 6333322 · Named on Form ADV at one SEC-registered adviser

At a glance

Castle Wealth Management, an SEC-registered wealth manager based in Boynton Beach, FL with $430 million in regulatory assets, lists Melissa A. Gannon on its Form ADV as Member/sr. Relationship Manager.

Firms and roles

  • Castle Wealth ManagementMember/sr. Relationship ManagerWealth manager · Boynton Beach, FL · $430M in regulatory assets

AtlasMembers

Melissa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.