Melissana Tan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 12/2017
  Taylor, Lee & Associates
  Norcross, GA
• 01/2018 → 02/2022
  Rentpath
  Atlanta, GA
• 04/2021 → 06/2023
  Morgan Stanley
  Atlanta, GA
• 06/2023 → 08/2025
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA
• 08/2025 → Present
  Fidelity Investments
  Atlanta, GA

Previous Registrations

• 2023-07-20 → 2025-08-08
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA
• 2022-11-14 → 2023-07-07
  Morgan Stanley
  Atlanta, GA

Other Businesses

OBA-124104|OrgNmn:The Tan Travels LLC|Org Addr:atlanta,Georgia,US|OBA Nature:travel agency|Invst Rel:N|Title:Independent Contractor|Duties:hotel/travel bookings|StrtDt:05-01-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-124102|OrgNmn:The Tan Consulting Services LLC|Org Addr:atlanta,Georgia,US|OBA Nature:Business Consulting Services|Invst Rel:N|Title:Sole Proprietor|Duties:sole proprietor|StrtDt:06-26-23|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-11-08

Other Names

• Melissa Tan
• Melissana A Tan