Melissa Bergeron
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- Liberty Capital StrategistsAug 2025 to Nov 2025
- Edward JonesJun 2024 to Aug 2025
- Kay JewelersJun 2023 to Feb 2025
- Pandora VenturesDec 2022 to Feb 2023
- Primary AdvisorsMay 2021 to Jun 2024
- Wealth Management SolutionsMay 2021 to Jun 2023
- Hobbs East LLCOct 2018 to May 2021
- UnemployedJan 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2011
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2974007
- Firm CRD
- 104555