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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hilton Head Island, SC • 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
Heritage Golf Group: Port Royal Golf Club Hilton Head Island SC 04/2016 09/2016
Axa Advisors, Llc. New York NY 09/2016 05/2017
Fidelity Brokerage Services Llc Hilton Head SC 06/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 09/2016
    Heritage Golf Group: Port Royal Golf Club
    Hilton Head Island, SC
  • 09/2016 → 05/2017
    Axa Advisors, Llc.
    New York, NY
  • 06/2017 → Present
    Fidelity Brokerage Services Llc
    Hilton Head, SC
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hilton Head Island, SC
  • 2017-09-05 → 2018-07-13
    Hilton Head Island, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-26
S63 Uniform Securities Agent State Law Examination 2016-11-09
  • S66 Uniform Combined State Law Examination
    2017-08-26
  • S63 Uniform Securities Agent State Law Examination
    2016-11-09
Other Names
  • Melissa Messenger
  • Melissa Brooks Messenger

View on SEC IAPD

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