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Melissa Ray

Strategic Advisers LLC

Greenville, DE

Newark, DE

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Newark, DE • 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
Fidelity Brokerage Services Llc Philadelphia PA 02/2020 Present
Fidelity Talent Source Wilmington DE 09/2019 01/2020
Berkshire Hathaway Homestate Companies Omaha NE 06/2018 07/2019
Pennsylvania State University University Park PA 08/2016 05/2018
Penn State Learning University Park PA 01/2017 05/2018
Affinity Connection State College PA 11/2015 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Philadelphia, PA
  • 09/2019 → 01/2020
    Fidelity Talent Source
    Wilmington, DE
  • 06/2018 → 07/2019
    Berkshire Hathaway Homestate Companies
    Omaha, NE
  • 08/2016 → 05/2018
    Pennsylvania State University
    University Park, PA
  • 01/2017 → 05/2018
    Penn State Learning
    University Park, PA
  • 11/2015 → 11/2016
    Affinity Connection
    State College, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-08
  • S66 Uniform Combined State Law Examination
    2020-06-08
Other Names
  • Melissa Sue Bradley
  • Melissa Bradley Ray

View on SEC IAPD

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LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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