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MF

Melissa A. Fradenburg

FARTHER
Gross Pointe Farms, MI
CRD#: 4389480
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MF
Melissa Alice FradenburgFARTHER

Professional summary

Melissa Alice Fradenburg, who also goes by Melissa Alice Brown, Melissa Alice Schiel, Melissa Schiel, is a registered financial advisor currently at FARTHER located in Gross Pointe Farms, Michigan.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Melissa has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Alice Brown | Melissa Alice Schiel | Melissa Schiel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Alice Fradenburg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 1, 2026 - Present

FARTHER

RIA
CRD#: 302050
Gross Pointe Farms, MI
Past

March 1, 2024 - June 4, 2026

ANTONELLI FINANCIAL ADVISORS, LLC

RIA
CRD#: 286452
GROSSE POINTE, MI
Past

October 1, 2021 - March 1, 2024

STEPHENS CONSULTING, LLC

RIA
CRD#: 308970
GROSSE POINTE FARMS, MI
Past

November 4, 2019 - October 19, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Grosse Pointe Farms, MI
Past

November 4, 2019 - October 19, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Grose Pointe Farms, MI
Past

November 19, 2018 - November 8, 2019

LAKESHORE FINANCIAL PLANNING INC.

RIA
CRD#: 299129
SAINT CLAIR SHORES, MI
Past

October 3, 2017 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAINT CLAIRE SHORES, MI
Past

July 10, 2017 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. CLAIR SHORES, MI
Past

January 21, 2009 - April 28, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
GROSSE POINTE WOODS, MI
Past

September 18, 2002 - December 15, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

July 5, 2001 - August 20, 2001

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(6/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/3/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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.

Company Information

FARTHER

CRD#: 302050Gross Pointe Farms, MI

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