Melanie L Newton

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-06-03
NH	RA	APPROVED	2022-05-20

Branch Locations

900 Elm St, Manchester, NH 03101 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Self-Employed	Bedford	MA	08/2019	03/2020
Unemployed	Litchfield	NH	03/2020	03/2021
Unemployed	Jacksonville	FL	09/2016	08/2019
Fidelity Investments	Merrimack	NH	03/2021	12/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Manchester	NH	02/2022	Present
Unemployed	Litchfield	NH	01/2022	02/2022
Unemployed	Litchfield	NH	04/2021	12/2021
Bank Of America, N.A.	Manchester	NH	07/2024	Present

08/2019 → 03/2020

Self-Employed

Bedford, MA
03/2020 → 03/2021

Unemployed

Litchfield, NH
09/2016 → 08/2019

Unemployed

Jacksonville, FL
03/2021 → 12/2021

Fidelity Investments

Merrimack, NH
02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Manchester, NH
01/2022 → 02/2022

Unemployed

Litchfield, NH
04/2021 → 12/2021

Unemployed

Litchfield, NH
07/2024 → Present

Bank Of America, N.A.

Manchester, NH

2021-07-16 → 2022-01-10

Fidelity Personal And Workplace Advisors

Merrimack, NH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-08