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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Spring, TX • 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
D.H. Hill Securities, Lllp Kingwood TX 06/2015 10/2016
D.H. Hill Advisors, Inc Kingwood TX 06/2015 10/2016
Woodlands Securities Corporatoin The Woodlands TX 03/2018 05/2022
Woodlands Asset Management, Inc. The Woodlands TX 03/2018 05/2022
Unemployed Spring TX 10/2016 02/2018
Fidelity Investments Spring TX 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 10/2016
    D.H. Hill Securities, Lllp
    Kingwood, TX
  • 06/2015 → 10/2016
    Kingwood, TX
  • 03/2018 → 05/2022
    Woodlands Securities Corporatoin
    The Woodlands, TX
  • 03/2018 → 05/2022
    Woodlands Asset Management, Inc.
    The Woodlands, TX
  • 10/2016 → 02/2018
    Unemployed
    Spring, TX
  • 05/2022 → Present
    Fidelity Investments
    Spring, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Spring, TX
  • 2018-03-01 → 2022-05-06
    Woodlands Asset Management Inc
    The Woodlands, TX
  • 2015-06-01 → 2016-10-11
    Spring, TX
    Spring, TX
    Kingwood, TX
  • 2014-04-23 → 2015-06-01
    Houston, TX
    Houston, TX
  • 2008-06-04 → 2014-04-29
    C. Geraci & Company
    The Woodlands, TX
  • 2013-12-05 → 2014-02-14
    The Woodlands, TX
    Raleigh, NC
  • 2013-01-23 → 2013-12-03
    Osaic Services, Inc.
    The Woodlands, TX
    Scottsdale, AZ
  • 2008-06-13 → 2013-01-10
    Vsr Financial Services, Inc.
    Overland Park, KS
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-02
  • S66 Uniform Combined State Law Examination
    2008-06-02
Other Names
  • Melanie Dawn Stewart
  • Melanie Dawn Franklin
  • Melanie Dawn Null
  • Melanie Dawn Boggs
  • Melanie Null

View on SEC IAPD

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