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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St. Augustine, FL • 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
Fidelity Brokerage Services, Llc Jacksonville FL 12/2017 Present
Bailey's Health & Fitness Jacksonville FL 01/2008 01/2017
Unemployed Yulee FL 02/2017 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 01/2008 → 01/2017
    Bailey's Health & Fitness
    Jacksonville, FL
  • 02/2017 → 11/2017
    Unemployed
    Yulee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-9148|OrgNmn:A Sweet Confection|Org Addr:Saint Augu,Florida,US|OBA Nature:Specialty Cakes/Desserts|Invst Rel:N|Title:Sole Proprietor|Duties:I bake, create and design custom cakes. My clients are often friends, or friends of friends.|StrtDt:12-12-17|TotHrs/mon:5|TrdHrs/mon:0|OBA-126770|OrgNmn:The North Pole Magic Experience|Org Addr:Saint Augu,Florida,US|OBA Nature:Gift wrapping services|Invst Rel:N|Title:Owner-Operator|Duties:Maintain defined, appointed times for, as well as complete, the intended services.|StrtDt:09-01-26|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-21
S63 Uniform Securities Agent State Law Examination 2018-03-19
  • S66 Uniform Combined State Law Examination
    2020-07-21
  • S63 Uniform Securities Agent State Law Examination
    2018-03-19
Other Names
  • Melissa Marie Behrman
  • Melissa Marie Merchant
  • Melissa Behrman

View on SEC IAPD

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