Melissa Lynn

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

• 11/2020 → 12/2022
  Century Kitchens
  Bethlehem, PA
• 04/2016 → 11/2020
  Lehigh University
  Bethlehem, PA
• 04/2011 → 02/2019
  Liberty High School
  Bethlehem, PA
• 11/2008 → 03/2020
  East Coast Power Volleyball Club
  King Of Prussia, PA
• 01/2023 → Present
  Fidelity Investments
  Center Valley, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Center Valley, PA

Other Businesses

OBA-95254|OrgNmn:Christmas City Homes, LLC|Org Addr:Bethlehem,Pennsylvan,US|OBA Nature:New Construction|Invst Rel:N|Title:Partner|Duties:None|StrtDt:03-16-09|TotHrs/mon:0.02|TrdHrs/mon:0.02|

Exams

• S66 Uniform Combined State Law Examination
  2023-05-15

Designations

• Certified Financial Planner

Other Names

• Melissa Ann Mcculty
• Melissa Ann Lynn