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Melanie Anderson

Strategic Advisers LLC

Newport Beach, CA

Dana Point, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States

Dana Point, CA • 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
Unemployed Mission Viejo CA 10/2022 02/2023
Arizona State Onlin Irvine CA 08/2020 05/2022
Escrow Options Group Huntington Beach CA 08/2020 10/2022
Escrow Options Group Huntington Beach CA 06/2023 08/2025
Irvine Company Newport Coast CA 06/2019 05/2020
Lorna Jane Irvine CA 08/2016 09/2016
Unemployed San Clemente CA 08/2025 09/2025
Unemployed Irvine CA 05/2020 08/2020
U.S. Alliance Group Rancho Santa Margarita CA 02/2023 05/2023
Fidelity Investments Newport Beach CA 09/2025 Present
Unemployed Irvine CA 05/2025 06/2025
Unemployed Mission Viejo CA 06/2016 09/2016
Nekter Juice Bar Rancho Santa Margarita CA 09/2016 06/2019
Loco Cycle Rancho Santa Margarita CA 07/2017 01/2018
Saddleback College Mission Viejo CA 08/2016 05/2020
Cypress Premium Funding Laguna Niguel CA 01/2018 05/2018
  • 10/2022 → 02/2023
    Unemployed
    Mission Viejo, CA
  • 08/2020 → 05/2022
    Arizona State Onlin
    Irvine, CA
  • 08/2020 → 10/2022
    Escrow Options Group
    Huntington Beach, CA
  • 06/2023 → 08/2025
    Escrow Options Group
    Huntington Beach, CA
  • 06/2019 → 05/2020
    Irvine Company
    Newport Coast, CA
  • 08/2016 → 09/2016
    Lorna Jane
    Irvine, CA
  • 08/2025 → 09/2025
    Unemployed
    San Clemente, CA
  • 05/2020 → 08/2020
    Unemployed
    Irvine, CA
  • 02/2023 → 05/2023
    U.S. Alliance Group
    Rancho Santa Margarita, CA
  • 09/2025 → Present
    Fidelity Investments
    Newport Beach, CA
  • 05/2025 → 06/2025
    Unemployed
    Irvine, CA
  • 06/2016 → 09/2016
    Unemployed
    Mission Viejo, CA
  • 09/2016 → 06/2019
    Nekter Juice Bar
    Rancho Santa Margarita, CA
  • 07/2017 → 01/2018
    Loco Cycle
    Rancho Santa Margarita, CA
  • 08/2016 → 05/2020
    Saddleback College
    Mission Viejo, CA
  • 01/2018 → 05/2018
    Cypress Premium Funding
    Laguna Niguel, CA
Other Businesses

OBA-123356|OrgNmn:Notary Public|Org Addr:Mission Vi,California,US|OBA Nature:CA licensed notary public|Invst Rel:N|Title:Notary Public|Duties:Verifying signor identity, witnessing signature|StrtDt:03-01-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-13
  • S66 Uniform Combined State Law Examination
    2026-01-13
Other Names
  • Melanie Anderson
  • Melanie Marie Anderson

View on SEC IAPD

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Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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