Melissa Horne

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

• 07/2005 → 01/2018
  Deutsche Bank Securities Inc (Dbsi)
  New York, NY
• 05/2020 → 02/2022
  Morgan Stanley
  Charleston, SC
• 02/2018 → 10/2019
  Deutsche Bank Usa Core Corp
  New York, NY
• 11/2019 → 04/2020
  Unemployment
  Charleston, SC
• 02/2022 → Present
  Fidelity Investments
  Mount Pleasant, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
• 2020-07-10 → 2022-02-18
  Morgan Stanley
  Charleston, SC

Other Businesses

OBA-120876|OrgNmn:Scorpion 27 LLC|Org Addr:Charleston,South Caro,US|OBA Nature:Shopify Toy Store|Invst Rel:N|Title:Sole Proprietor|Duties:Owner/Manager|StrtDt:07-12-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-07-09
• S63 Uniform Securities Agent State Law Examination
  2005-10-13

Designations

• Certified Financial Planner

Other Names

• Melissa A Horne