Melissa Levesque
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 LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Futurity First Insurance GroupFeb 2021 to Jun 2021
- Sequent Planning, LLCFeb 2021 to Jun 2021
- J.P. Morgan Securities LLCJan 2020 to Nov 2020
- JPMorgan Chase Bank, N.A.Jan 2020 to Nov 2020
- LPL Financial LLCMay 2019 to Dec 2019
- TdecuMay 2019 to Dec 2019
- Bank of America, N.A.Nov 2017 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Apr 2019
- Equity Services, Inc.Dec 2016 to Oct 2017
- Innovative Premier Financial ServicesMar 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5338873
- Firm CRD
- 104555