Melanie Anderson
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedAug 2025 to Sep 2025
- UnemployedMay 2025 to Jun 2025
- Escrow Options GroupJun 2023 to Aug 2025
- U.S. Alliance GroupFeb 2023 to May 2023
- UnemployedOct 2022 to Feb 2023
- Escrow Options GroupAug 2020 to Oct 2022
- Arizona State OnlinAug 2020 to May 2022
- UnemployedMay 2020 to Aug 2020
- Irvine CompanyJun 2019 to May 2020
- Cypress Premium FundingJan 2018 to May 2018
- Loco CycleJul 2017 to Jan 2018
- Nekter Juice BarSep 2016 to Jun 2019
- Saddleback CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8165285
- Firm CRD
- 104555