Melissa Frederick

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Maplewood, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States

150 Essex St, Millburn, NJ 07041-1631 • United States

762 Route 202 South, Bridgewater, NJ 08807 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Millburn	NJ	05/2009	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2009 → Present

Fidelity Brokerage Services Llc

Millburn, NJ
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Maplewood, NJ

Bridgewater, NJ

Millburn, NJ
2010-07-13 → 2018-07-13

Strategic Advisers Llc

Millburn, NJ

New York, NY

New York, NY

Bridgewater, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-07-12
S63	Uniform Securities Agent State Law Examination	2009-08-17
S65	Uniform Investment Adviser Law Examination	1998-06-11

S66 Uniform Combined State Law Examination

2010-07-12
S63 Uniform Securities Agent State Law Examination

2009-08-17
S65 Uniform Investment Adviser Law Examination

1998-06-11

Other Names

Melissa Freitas
Melissa Ann Frederick

View on SEC IAPD