Melissa Marie Dehaan

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  D.A. Davidson & Co
  Sugar Loaf, CA

Other Businesses

1) RODAN + FIELDS; NON-INVESTMENT RELATED; 60 SPEAR ST., SAN FRANCISCO, CA; SKIN CARE; INDEPENDENT CONTRACTOR; BEGINNING 4/2/15; APPROX. 6 HR/MO DEVOTED TO THE ACTIVITY; NO TIME DURING MARKET TRADING HOURS. 2) BVUSD LEA BILLING OVERSIGHT COMMITTEE; NON-INVESTMENT RELATED; 42271 MOONRIDGE RD, BIG BEAR LAKE, CA 92315; OVERSIGHT; COMMITTEE MEMBER; STARTING 10/30/2019; APPROX 2 HRS/QTR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; OVERSIGHT DUTIES. 3) BIG BEAR HIGH SCHOOL, PSA; NON-INVESTMENT RELATED; BIG BEAR LAKE, CA; NON PROFIT; BOARD OF DIRECTORS, TREASURER; START 10/3/22; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; TREASURER. 4) BSA TROOP 49 & CUB SCOUT PACK 49; NON-INVESTMENT RELATED; BIG BEAR LAKE, CA; NON-PROFIT; COMMITTEE CHAIR; START 1/1/18; 20 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I CALL, PRESIDE & CONDUCT PACK MEETINGS AND SUPERVISE & DELEGATE POSITIONS. 5) OLIVE TREE PEOPLE; NON-INVESTMENT RELATED; SANTA MONICA, CA; CORPORATION; CONSULTANT; START 4/12/24; 6 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; OLIVEDA SKINCARE CONSULTANT.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-24

Other Names

• Melissa Marie Frazier