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Melanie M Lee

Strategic Advisers LLC

Mission Viejo, CA

Rancho Mission Viejo, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Rancho Mission Viejo, CA • 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
OrganizationCityStateFromTo
Melanie Lee & Associates Huntington Beach CA 11/2012 07/2017
Kinetic Investment Management, Inc. Los Angeles CA 01/2017 06/2020
Fidelity Investments Seal Beach CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → 07/2017
    Melanie Lee & Associates
    Huntington Beach, CA
  • 01/2017 → 06/2020
    Kinetic Investment Management, Inc.
    Los Angeles, CA
  • 06/2020 → Present
    Fidelity Investments
    Seal Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-07
S65 Uniform Investment Adviser Law Examination 2016-10-07
  • S63 Uniform Securities Agent State Law Examination
    2020-08-07
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07
Designations
Other Names
  • Melanie Marie Lee
  • Melanie M Lee
  • Melanie Marie Robinson
  • Melanie Lee

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
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WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
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