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RIA / WealthAdvisorCertified Financial Planner24 years in industry

MELISSA WALLING ADAMS

Advisor at ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

RIDGEFIELD, CT

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Search this name across graphsid dfx:ria:00ff7673-6c4a-caaf-09dc-738dfdc08f36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 12, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 17, 2002
First registration: Jul 12, 2002
Dual registered: no
Other names: MELISSA JAN WALLING|MELISSA J WALLING|MELISSA WALLING ANKERS|MELISSA JAN WALLING|MELISSA JAN ANKERS|MELISSA ADORNO ADAMS|MELISSA ADORNO WALLING|MELISSA WALLING ADAMS
IAPD individual key: 2147886

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 31, 2025	n/a	yes	RIDGEFIELD, CT	Current employment
MERIT FINANCIAL PARTNERS LLC	Independent wealth	Mar 13, 2018	Aug 5, 2025	no	MASPETH, NY\|WESTPORT, CT	Previous registration
AST INVESTMENT SERVICES, INC.	Asset manager	Mar 5, 2007	Jul 3, 2017	no	SHELTON, CT	Previous registration
JOHN HANCOCK DISTRIBUTORS LLC	n/a	Jul 12, 2002	Dec 31, 2006	no	SANTA BARBARA, CA\|BOSTON, MA\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERIT FINANCIAL PARTNERS LLC	ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC	Aug 5, 2025	Jul 31, 2025	-5	Firm change	RIA to new firm
AST INVESTMENT SERVICES, INC.	MERIT FINANCIAL PARTNERS LLC	Jul 3, 2017	Mar 13, 2018	253	Firm change	Other
JOHN HANCOCK DISTRIBUTORS LLC	AST INVESTMENT SERVICES, INC.	Dec 31, 2006	Mar 5, 2007	64	Firm change	Other

Relationships

Registered with (4)

→ ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 31, 2025 to presentfactForm ADV
→ MERIT FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
Mar 13, 2018 to Aug 5, 2025factForm ADV
→ AST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 5, 2007 to Jul 3, 2017factForm ADV
→ JOHN HANCOCK DISTRIBUTORS LLCRegistered adviserregistration: previous registration
Jul 12, 2002 to Dec 31, 2006factForm ADV

Dated events

Occurred
Aug 5, 2025
Advisor changed firm
Melissa Walling Adams left Merit Financial Partners Llc for Achieve Retirement & Wealth Management, Llc (registered 2025-07-31)
Form ADVobserved 4 days ago