Sally Melissa King

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

• 06/2015 → 06/2017
  Morgan Stanley
  Newport News, VA
• 06/2015 → 06/2017
  Morgan Stanley Private Bank, N.A.
  Newport News, VA
• 07/2017 → 04/2021
  Charles Schwab & Co., Inc.
  Huntersville, NC
• 07/2017 → 04/2021
  Charles Schwab Bank
  Huntersville, NC
• 04/2021 → 06/2021
  Edward Jones
  St. Louis, MO
• 06/2021 → 07/2021
  Unemployed
  Huntersville, NC
• 07/2021 → 06/2022
  Valic Financial Advisors, Inc.
  Greensboro, NC
• 06/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Huntersville, NC
• 2021-08-02 → 2022-06-22
  Valic Financial Advisors, Inc.
  Greensboro, NC
• 2021-04-01 → 2021-06-07
  Edward Jones
  Huntersville, NC
• 2017-07-27 → 2021-04-02
  Charles Schwab & Co., Inc.
  Huntersville, NC
  Charlotte, NC
• 2015-06-30 → 2017-06-09
  Morgan Stanley
  Newport News, VA
• 2012-11-27 → 2015-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Norfolk, VA
  Newport News, VA
  Newport News, VA

Exams

• S66 Uniform Combined State Law Examination
  2012-11-24

Other Names

• Sally Melissa King
• Sally-Melissa King Holloman
• Melissa King
• Sally-Melissa K Holloman
• Sally King