Melissa B. Garcia
Professional summary
Melissa Burns Garcia, who also goes by Melissa Marie Burns, Missy Burns, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hudson, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Oakdale, Minnesota.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Melissa has worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Burns Garcia's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8342 3rd Street N, Oakdale, MN 55128-5439August 18, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8342 3rd Street North, Oakdale, MN 55128January 30, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 17, 2015 - December 9, 2020
CHOREO, LLC
January 9, 2014 - July 28, 2015
CHARLES SCHWAB & CO., INC.
April 9, 1996 - July 28, 2015
CHARLES SCHWAB & CO., INC.
June 11, 1992 - April 10, 1996
PIPER SANDLER & CO.
March 19, 1992 - April 30, 1992
DAIN RAUSCHER INCORPORATED
January 4, 1991 - December 20, 1991
CHARLES SCHWAB & CO., INC.
June 25, 1990 - October 30, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 25, 1986 - May 16, 1990
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/7/2026)
(1/27/2023)
(2/15/2023)
(1/27/2023)
(1/7/2026)
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(2/15/2023)
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(1/27/2023)
(3/31/2025)
(1/7/2026)
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(2/15/2023)
(2/15/2023)
(1/7/2026)
(1/7/2026)
(1/7/2026)
(1/27/2023)
(3/31/2025)
(2/15/2023)
(2/15/2023)
(1/27/2023)
(3/31/2025)
Exams
Series 7TO
Date: 8/18/2022
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
