Best Investors Account Sign in

Melissa Knutson

Strategic Advisers LLC

Daly City, CA

Burlingame, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Daly City, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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
Wells Fargo Bank New York NY 12/2015 04/2018
Jpmorgan Chase Bank N.A. New York NY 04/2018 11/2018
Jpmorgan Securities Llc New York NY 04/2018 11/2018
Jpmorgan Securities, Llc Daly City CA 11/2018 04/2022
Jpmorgan Chase Bank N.A. Daly City CA 11/2018 04/2022
Westlake School For Performing Arts Daly City CA 11/2019 06/2021
Fidelity Investments Burlingame CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 04/2018
    Wells Fargo Bank
    New York, NY
  • 04/2018 → 11/2018
    Jpmorgan Chase Bank N.A.
    New York, NY
  • 04/2018 → 11/2018
    Jpmorgan Securities Llc
    New York, NY
  • 11/2018 → 04/2022
    Jpmorgan Securities, Llc
    Daly City, CA
  • 11/2018 → 04/2022
    Jpmorgan Chase Bank N.A.
    Daly City, CA
  • 11/2019 → 06/2021
    Westlake School For Performing Arts
    Daly City, CA
  • 05/2022 → Present
    Fidelity Investments
    Burlingame, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlingame, CA
Other Businesses

OBA-96812|OrgNmn:Westlake School for the Performing Arts|Org Addr:Daly City,California,US|OBA Nature:Dance School|Invst Rel:N|Title:Independent Contractor|Duties:part time substitue teacher - sub classes when no other teacher is available|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
S63 Uniform Securities Agent State Law Examination 2018-06-04
  • S66 Uniform Combined State Law Examination
    2022-09-02
  • S63 Uniform Securities Agent State Law Examination
    2018-06-04
Other Names
  • Melissa Marie Knutson
  • Melissa Knutson
  • Melissa M Knutson

View on SEC IAPD

More in Daly City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor