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Gay Melynne Mon Writer

Strategic Advisers LLC

Peoria, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Peoria, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Td Ameritrade Bellevue WA 03/2016 12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodinville WA 12/2016 12/2018
Bank Of America, N.A. Woodinville WA 12/2016 12/2018
Charles Schwab Bank Seattle WA 12/2018 01/2020
Charles Schwab & Co., Inc. Seattle WA 12/2018 01/2020
Fidelity Brokerage Services, Llc Bellevue WA 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 12/2016
    Td Ameritrade
    Bellevue, WA
  • 12/2016 → 12/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Woodinville, WA
  • 12/2016 → 12/2018
    Bank Of America, N.A.
    Woodinville, WA
  • 12/2018 → 01/2020
    Charles Schwab Bank
    Seattle, WA
  • 12/2018 → 01/2020
    Charles Schwab & Co., Inc.
    Seattle, WA
  • 01/2020 → Present
    Fidelity Brokerage Services, Llc
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
    Scottsdale, AZ
  • 2018-12-20 → 2020-02-21
    Charles Schwab & Co., Inc.
    Seattle, WA
  • 2016-12-20 → 2018-12-17
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Woodinville, WA
    Woodinville, WA
  • 2016-10-24 → 2016-12-15
    Td Ameritrade, Inc.
    Bellevue, WA
  • 2016-10-24 → 2016-12-15
    Td Ameritrade Investment Management, Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-21
  • S66 Uniform Combined State Law Examination
    2016-10-21
Other Names
  • Gay Melynne Dela Cruz Mon
  • Gay Melynne Mon Sta. Maria

View on SEC IAPD

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