Melissa Joan Mills

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 06/2003 → Present
  Fidelity Investments
  Rancho Bernardo, AZ

Previous Registrations

• 2022-10-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bend, OR
• 2004-12-06 → 2010-11-10
  Strategic Advisers Llc
  Plano, TX
  Plano, TX
  Boca Raton, FL
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-09-13
• S63 Uniform Securities Agent State Law Examination
  2003-12-10

Other Names

• Melissa Joan Mills