Melissa Seeley
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2024
- Sagepoint Financial, Inc.May 2023 to Sep 2023
- Ginger Green FinancialApr 2023 to Jun 2024
- Wealth Management Resource GroupApr 2023 to Feb 2024
- Nylife Securities LLCMar 2022 to Apr 2023
- New York Life Insurance CompanyNov 2021 to Apr 2023
- Plymouth State UniversitySep 2017 to May 2020
- University of New HampshireAug 2016 to May 2017
- Giuseppe's Pizzeria & RistoranteJul 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (NH, RI, 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
- 7463082
- Firm CRD
- 104555