Maeling Melody Bruns
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 LLCJul 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Lifetime FitnessMay 2025 to Jun 2026
- Volleybears Inc.May 2025 to Jun 2026
- City of Upper ArlingtonMay 2025 to May 2026
- Sanctuary Wealth dba Iterhic Wealth AdvisorsJul 2024 to Jun 2026
- Crossfit GahannaJun 2024 to Jan 2025
- J.P. Morgan Securities LLCJul 2023 to Jul 2024
- JPMorgan ChaseJun 2022 to Aug 2022
- Workout Anytime KetteringJan 2022 to May 2022
- Plante MoranJun 2021 to Jul 2021
- University of DaytonFeb 2021 to May 2023
- Fit By Mae LLCSep 2020 to Aug 2025
- Valemee FitnessSep 2020 to May 2021
- Hdh Swim Schools, LLCMay 2020 to May 2020
- City of Upper ArlingtonMay 2018 to Aug 2020
- Upper Arlington High SchoolMay 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7792116
- Firm CRD
- 104555