Melissa Schuessler Mendez

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 04/2015 → 07/2017
  Texas Legacy Wealth Management
  San Antonio, TX
• 04/2015 → 07/2017
  Lpl Financial, Llc
  San Antonio, TX
• 07/2017 → 10/2019
  Texas Legacy Wealth Management
  San Antonio, TX
• 07/2017 → 10/2019
  Lpl Financial, Llc
  San Antonio, TX
• 04/2019 → 10/2019
  Texas Legacy Wealth Management
  San Antonio, TX
• 10/2019 → 05/2020
  Usaa
  San Antonio, TX
• 05/2020 → 11/2021
  Sanctuary Wealth
  Indianapolis, IN
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA
• 11/2021 → 07/2025
  Lpl Financial, Llc
  Austin, TX

Previous Registrations

• 2020-05-27 → 2021-10-19
  Sanctuary Advisors, Llc
  Miami, FL
  San Antonio, TX
• 2017-07-17 → 2019-10-28
  Lpl Financial Llc
  San Antonio, TX
• 2017-07-19 → 2019-10-15
  Tlwm Financial
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-07-07

Other Names

• Melissa Schuessler
• Milissa Jeanette Schuessler
• Melissa Jeanette Schuessler
• Melissa Jeanette Mendez