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Melissa Lynn

Strategic Advisers LLC

Center Valley, PA

Bethlehem, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States

Bethlehem, PA • 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
Century Kitchens Bethlehem PA 11/2020 12/2022
Lehigh University Bethlehem PA 04/2016 11/2020
Liberty High School Bethlehem PA 04/2011 02/2019
East Coast Power Volleyball Club King Of Prussia PA 11/2008 03/2020
Fidelity Investments Center Valley PA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2023-05-15
Designations
Other Names
  • Melissa Ann Mcculty
  • Melissa Ann Lynn

View on SEC IAPD

Other Firms

ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING

Other Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO

Other Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CENTER VALLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC · Center Valley, PA
HAMEL ASSOCIATES,INC. · CENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC · CENTER VALLEY, PA

More in Center Valley, PA

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