Melissa Burns Garcia

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 07/2015 → 12/2020
  Mcgladrey Wealth Management Llc
  Minneapolis, MN
• 04/2022 → Present
  Fidelity Investments
  Oakdale, MN
• 01/2020 → 03/2022
  Unemployed
  Hudson, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Oakdale, MN
• 2015-07-17 → 2020-12-09
  Choreo, Llc
  Minneapolis, MN
• 2014-01-09 → 2015-07-28
  Charles Schwab & Co., Inc.
  Edina, MN
  St. Paul, MN
  Woodbury, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-01-05
• S63 Uniform Securities Agent State Law Examination
  1986-10-27

Other Names

• Melissa Marie Burns
• Missy Burns