Mellonie Lazarus

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Atlanta, GA • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • 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

Organization	City	State	From	To
Fidelity Investments	Dunwoody	GA	03/2022	Present
Greater Atlanta Christian School	Norcross	GA	11/2021	03/2022
Mass Tort Support	Dunwoody	GA	08/2021	12/2021
The Coca-Cola Company	Atlanta	GA	12/2000	05/2020
Unemployed/Homemaker	Atlanta	GA	06/2020	07/2021
Fidelity Investments	Boston	MA	03/2025	Present

03/2022 → Present

Fidelity Investments

Dunwoody, GA
11/2021 → 03/2022

Greater Atlanta Christian School

Norcross, GA
08/2021 → 12/2021

Mass Tort Support

Dunwoody, GA
12/2000 → 05/2020

The Coca-Cola Company

Atlanta, GA
06/2020 → 07/2021

Unemployed/Homemaker

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dunwoody, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-15
S63	Uniform Securities Agent State Law Examination	2022-09-09

S66 Uniform Combined State Law Examination

2022-12-15
S63 Uniform Securities Agent State Law Examination

2022-09-09

Other Names

Mellonie Lazarus
Mellonie Marqua Matthews
Mellonie Matthews Lazarus

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor