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Larry Roger Melton

Strategic Advisers LLC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Raleigh, NC • 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 Durham NC 03/2018 11/2020
Fidelity Investments Durham NC 05/2012 03/2018
Charles Schwab Raleigh NC 12/2020 07/2021
Facet Wealth Baltimore MD 07/2021 05/2023
Fidelity Investments Raleigh NC 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 11/2020
    Tiaa
    Durham, NC
  • 05/2012 → 03/2018
    Fidelity Investments
    Durham, NC
  • 12/2020 → 07/2021
    Charles Schwab
    Raleigh, NC
  • 07/2021 → 05/2023
    Facet Wealth
    Baltimore, MD
  • 05/2023 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-30
S63 Uniform Securities Agent State Law Examination 2013-01-22
  • S66 Uniform Combined State Law Examination
    2014-05-30
  • S63 Uniform Securities Agent State Law Examination
    2013-01-22
Designations
Other Names
  • Larry R Melton
  • Larry Roger Melton
  • Larry Roger Melton
  • Larry R Melton
  • Larry Roger Melton

View on SEC IAPD

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