Melissa Ann Ducie

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

• 12/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2021 → 12/2023
  Blackpoint Wealth Management
  Middletown, RI
• 02/2020 → 09/2021
  T.O.'S Bar And Grille
  Pawtucket, RI
• 04/2016 → 09/2021
  Pawtucket Country Club
  Pawtucket, RI
• 08/2017 → 10/2019
  Mediterranean Grill & Pizzeria
  Attleboro, MA
• 07/2017 → 11/2017
  Home Instead
  East Providence, RI
• 02/2017 → 06/2017
  The Barn Food & Spirits
  Attleboro, MA
• 08/2015 → 02/2017
  Cigarmasters
  Providence, RI
• 02/2006 → 12/2016
  Chili'S Bar And Grill
  Lincoln, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-08-05
• S63 Uniform Securities Agent State Law Examination
  2024-03-27

Other Names

• Melissa Ducie