Melanie Straughan

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2015 → 05/2019
  University Of Oklahoma
  Norman, OK
• 01/2018 → 05/2018
  University Of Oklahoma Entrepreneurship Dept
  Norman, OK
• 05/2017 → 08/2018
  Fave4
  Frisco, TX
• 05/2018 → 08/2018
  Hortonworks
  Santa Clara, CA
• 08/2018 → 05/2019
  University Of Oklahoma Athletics Marketing Dept
  Norman, OK
• 07/2019 → 08/2022
  Equitable Advisors, Llc
  New York, NY
• 11/2022 → 02/2026
  Fidelity Invstments
  Plano, TX
• 03/2025 → 02/2026
  Fidelity Investments
  Boston, MA
• 03/2026 → 07/2026
  Unemployed
  Frisco, TX
• 08/2026 → Present
  Equitable Advisors, Llc.
  New York, NY
• 08/2026 → Present
  Reid Randecker - Equitable Advisors, Llc.
  Dallas, TX

Previous Registrations

• 2025-03-31 → 2026-03-09
  Strategic Advisers Llc
  Plano, TX
  Frisco, TX
  Boston, MA
• 2023-02-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Plano, TX
• 2022-03-07 → 2022-09-12
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

Registered Sales assistant broker for Reid Randecker - Dallas, Tx.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-02
• S63 Uniform Securities Agent State Law Examination
  2019-10-16

Other Names

• Melanie Weisheit
• Melanie Ann Weisheit
• Melanie Ann Straughan