Melisa Marie Beauchesne-Ellis

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

• 06/2016 → 12/2019
  Paychex Securities Corporation
  West Henrietta, NY
• 04/2016 → 12/2019
  Paychex, Inc.
  West Henrietta, NY
• 07/2016 → 06/2017
  Beak & Skiff Apple Farms
  Lafayette, NY
• 12/2019 → Present
  Fidelity Brokerage Services Llc
  Rochester, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rochester, NY
• 2008-03-24 → 2009-03-25
  Banc Of America Investment Services, Inc.
  Rochester, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-03-22

Designations

• Certified Financial Planner

Other Names

• Melisa M Beauchesne
• Melisa Marie Beauchesne
• Melisa Marie Beauchesne-Ellis
• Melisa Beauchesne-Ellis