Melissa Kielberg has been an investment adviser representative at Delta Investment Management since October 2019, and is not listed among the firm’s executive officers or direct owners.
Delta Investment Management, LLC is a San Francisco, CA firm with $857M under management, 1,099 clients and 25 advisers across 11 offices, as of its April 2026 filing.
Melissa Kielberg’s longest registration is the current one, 7 years at Delta Investment Management since 2019. Before joining Delta Investment Management in 2019, Melissa Kielberg was registered through Prosperity Financial Group, Inc. and FSC Securities Corporation.
- – present · 7 yearsSan Ramon, CA · Adviser representative · Firm CRD 149596
- Prosperity Financial Group, Inc.– · 4 yearsSan Ramon, CA · Adviser representative · Firm CRD 145540
- FSC Securities Corporation– · 5 yearsSan Ramon, CA · Adviser representative · Firm CRD 7461
Investment adviser representative registrations
Melissa Kielberg is registered as an investment adviser representative in California, since October 2019.
- CaliforniaSince 4 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2008 |
| Series 7 | General Securities Representative Examination | 2 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 July 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Melissa Patrice Kielberg
- CRD
- 2355282
- Firm
- Delta Investment Management · CRD 149596
- Office
- San Ramon, CA
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Melissa Kielberg work?
Melissa Kielberg is an investment adviser representative registered through Delta Investment Management, LLC since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Melissa Kielberg a financial advisor?
Yes. Melissa Kielberg has a current investment-adviser registration in California, through Delta Investment Management since October 2019.
How many years of experience does Melissa Kielberg have?
Melissa Kielberg has 17 years in the financial industry, since February 2009, across 3 adviser firms.
What exams has Melissa Kielberg passed?
Melissa Kielberg has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1993. FINRA credited Melissa Kielberg with the SIE, which began in October 2018.
Where did Melissa Kielberg work before Delta Investment Management?
Before Delta Investment Management, Melissa Kielberg was registered through FSC Securities Corporation, February 2009 to December 2014.
Where is Melissa Kielberg based?
Melissa Kielberg’s registered office is in San Ramon, CA.
Is Melissa Kielberg registered with FINRA?
No. Melissa Kielberg has no current broker registration.
How can I verify Melissa Kielberg’s record?
Search CRD 2355282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Kielberg’s full registration record.
