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Melanie Sepanian

Strategic Advisers LLC

Burbank, CA

La Crescenta-Montrose, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-05
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States

La Crescenta-Montrose, CA • 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
Csun Northridge CA 08/2022 05/2024
Wells Fargo La Crescenta CA 01/2022 12/2023
Walgreens La Crescenta CA 08/2021 12/2021
Glendale Community College Glendale CA 08/2018 06/2022
Dollar King La Crescenta CA 07/2020 01/2021
Clark Magnet High School La Crescenta CA 06/2016 06/2020
Thrivent Financial Glendale CA 02/2024 02/2025
Fidelity Investments Burbank CA 02/2025 Present
World Financial Group Glendale CA 07/2020 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 05/2024
    Csun
    Northridge, CA
  • 01/2022 → 12/2023
    Wells Fargo
    La Crescenta, CA
  • 08/2021 → 12/2021
    Walgreens
    La Crescenta, CA
  • 08/2018 → 06/2022
    Glendale Community College
    Glendale, CA
  • 07/2020 → 01/2021
    Dollar King
    La Crescenta, CA
  • 06/2016 → 06/2020
    Clark Magnet High School
    La Crescenta, CA
  • 02/2024 → 02/2025
    Thrivent Financial
    Glendale, CA
  • 02/2025 → Present
    Fidelity Investments
    Burbank, CA
  • 07/2020 → 01/2022
    World Financial Group
    Glendale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    La Crescenta, CA
    Burbank, CA
  • 2024-10-21 → 2025-01-31
    Thrivent Investment Management Inc.
    Minneapolis, MN
    La Crescenta, CA
    Glendale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
S63 Uniform Securities Agent State Law Examination 2024-06-07
  • S66 Uniform Combined State Law Examination
    2024-10-18
  • S63 Uniform Securities Agent State Law Examination
    2024-06-07

View on SEC IAPD

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Other Investors

Victor Frank Luke
ANAHID DANA LUKE
MARIA ISABEL THORNE
Erin M. Cottom
Nicholas Mays
ROBERT GEORGE CHIRANIAN
Roberto Antonio Garcia Leon
DANIEL BRYAN ALDRICH

Other Offices

CETERA INVESTMENT ADVISERS LLC · BURBANK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Burbank, CA
J.P. MORGAN SECURITIES LLC · BURBANK, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Burbank, CA
LPL FINANCIAL LLC · BURBANK, CA
LPL FINANCIAL LLC · BURBANK, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Burbank, CA
J.P. MORGAN SECURITIES LLC · NORTH HOLLYWOOD, CA

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