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Melissa M. Colby

Strategic Advisers LLC

Munster, IN

Orland Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Munster, IN • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Cambridge MA 06/2015 06/2017
Tiaa-Cref Individual & Institutional Services, Llc Chicago IL 01/2018 Present
Unemployed Chicago IL 07/2017 12/2017
Tiaa Chicago IL 01/2018 Present
Fidelity Investments Munster IN 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 06/2017
    Tiaa-Cref Individual & Institutional Services, Llc
    Cambridge, MA
  • 01/2018 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Chicago, IL
  • 07/2017 → 12/2017
    Unemployed
    Chicago, IL
  • 01/2018 → Present
    Tiaa
    Chicago, IL
  • 04/2021 → Present
    Fidelity Investments
    Munster, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-02
S63 Uniform Securities Agent State Law Examination 2011-02-17
  • S66 Uniform Combined State Law Examination
    2021-07-02
  • S63 Uniform Securities Agent State Law Examination
    2011-02-17
Other Names
  • Melissa Petersen
  • Melissa M Petersen
  • Melissa Marie Petersen
  • Melissa Marie Colby
  • Melissa M Colby
  • Melissa Colby

View on SEC IAPD

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