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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Irving, TX • 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
OrganizationCityStateFromTo
Full Time Education Chapel Hill NC 08/2016 08/2020
Unemployed N/A TX 08/2020 10/2020
Mpower Health San Antonio TX 10/2020 05/2021
Unemployed San Antonio TX 08/2021 12/2021
Smart City Apartment Locating San Antonio TX 12/2021 03/2022
Unemployed San Antonio TX 03/2022 09/2022
Fidelity Investments Westlake TX 09/2022 Present
Kohl's San Antonio TX 06/2021 08/2021
Unc School Of Medicine Neuroscience Center Chapel Hill NC 09/2017 03/2018
Unc Department Of Chemistry Chapel Hill NC 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2020
    Full Time Education
    Chapel Hill, NC
  • 08/2020 → 10/2020
    Unemployed
    N/A, TX
  • 10/2020 → 05/2021
    Mpower Health
    San Antonio, TX
  • 08/2021 → 12/2021
    Unemployed
    San Antonio, TX
  • 12/2021 → 03/2022
    Smart City Apartment Locating
    San Antonio, TX
  • 03/2022 → 09/2022
    Unemployed
    San Antonio, TX
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2021 → 08/2021
    Kohl's
    San Antonio, TX
  • 09/2017 → 03/2018
    Unc School Of Medicine Neuroscience Center
    Chapel Hill, NC
  • 08/2016 → 05/2017
    Unc Department Of Chemistry
    Chapel Hill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2023-03-03
Other Names
  • Melissa Lee Kuan
  • Melissa Kuan

View on SEC IAPD

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