Melissa Gannon has been Member/SR. Relationship Manager of Castle Wealth Management since January 2016, is not listed as a control person, but directly owns between 5% and 10% of the firm. Melissa Gannon holds a Bachelor of Science in Business Administration from the University of Dayton and a Master of Business Administration (concentration in Finance) from Florida Atlantic University.
Castle Wealth Management LLC is a Boynton Beach, FL firm with $430M under management, 251 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Melissa Gannon is Senior Relationship Manager and Partner of Castle Wealth Management. She joined the firm in October 2016 as a Financial Planner and became a Partner in 2021. For more than 21 years she was vice president of Weiss Ratings, and in 2015 she opened a financial planning firm before joining Castle Wealth Management.
Melissa Gannon’s longest registration is the current one, 9 years at Castle Wealth Management since 2016. Before joining Castle Wealth Management in 2016, Melissa Gannon was registered through Regal Investment Advisors LLC.
- Castle Wealth ManagementCurrent– present · 9 yearsBoynton Beach, FL · Adviser representative · Firm CRD 118364
- Regal Investment Advisors LLC– · 1 yearLake Worth, FL · Adviser representative · Firm CRD 125004
Professional designations
Listed by Castle Wealth Management
- Certified Divorce Financial Analyst (CDFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Melissa Gannon is registered as an investment adviser representative in 3 states. The first approvals date from December 2016; the most recent is Texas, in September 2026.
- FloridaSince 1 December 2016
- New YorkSince 24 January 2022
- TexasSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 April 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Melissa Ann Gannon
- CRD
- 6333322
- Firm
- Castle Wealth Management · CRD 118364
- Role
- Member/SR. Relationship Manager
- Office
- 1880 N CONGRESS AVE, SUITE 302, Boynton Beach, FL 33426
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlewm.com
Where does Melissa Gannon work?
Melissa Gannon has been Member/SR. Relationship Manager of Castle Wealth Management LLC since January 2016.
Is Melissa Gannon a financial advisor?
Yes. Melissa Gannon has a current investment-adviser registration in Florida, New York and Texas, through Castle Wealth Management since December 2016.
How many years of experience does Melissa Gannon have?
Melissa Gannon has 11 years in the financial industry, since April 2015, across 2 adviser firms.
What exams has Melissa Gannon passed?
Melissa Gannon passed the Series 65 in April 2013.
Where did Melissa Gannon work before Castle Wealth Management?
Before Castle Wealth Management, Melissa Gannon was registered through Regal Investment Advisors LLC, February 2015 to October 2016.
Where is Melissa Gannon based?
Melissa Gannon’s registered office is in Boynton Beach, FL.
Is Melissa Gannon registered with FINRA?
No. Melissa Gannon has no current broker registration.
Is Melissa Gannon a CFP?
Castle Wealth Management lists Melissa Gannon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Melissa Gannon’s record?
Search CRD 6333322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Gannon’s full registration record.
