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Melanie Ann Boothe

Strategic Advisers LLC

Costa Mesa, CA

Newport Beach, 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 2025-03-31
HI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • HI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Costa Mesa, CA • United States

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • 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 Irvine CA 02/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → Present
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Costa Mesa, CA
    Newport Beach, CA
  • 2016-06-24 → 2018-07-13
    Strategic Advisers Llc
    Irvine, CA
    Newport Beach, CA
Other Businesses

OBA-90768|OrgNmn:Pet sitting|Org Addr:Costa Mesa,California,US|OBA Nature:Caring for pets in owner's hom|Invst Rel:N|Title:Pet sitter|Duties:Caring for pets in owner's homes while they are away|StrtDt:|TotHrs/mon:20|TrdHrs/mon:2|OBA-116009|OrgNmn:InteleTravel|Org Addr:Delray Bea,Florida,US|OBA Nature:Online trave company|Invst Rel:N|Title:Travel consultant|Duties:Assist friends/family with travel arrangements|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-21
S63 Uniform Securities Agent State Law Examination 2016-03-28
  • S66 Uniform Combined State Law Examination
    2016-06-21
  • S63 Uniform Securities Agent State Law Examination
    2016-03-28
Other Names
  • Melanie A Leider
  • Melanie A Boothe

View on SEC IAPD

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