Melissa Horne
STRATEGIC ADVISERS LLC | Financial Consultant
CHARLESTON, SC
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CRD#: 5001027
Professional summary
Melissa Horne, who also goes by Melissa A Horne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Charleston, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Mount Pleasant, South Carolina.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Melissa has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.
Biography
I partner with clients to develop and implement a comprehensive financial plan based on their goals, risk tolerance, and unique family situation. I will strive to understand both your priorities and concerns as we start to draw the roadmap. Together we will ensure that you stay on track and feel confident about the outcome.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa A Horne
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.
OBA-66569|OrgNmn:epper School of Business - Carnegie Mellon University|Org Addr:Pittsburgh,Pennsylvan,US|OBA Nature:University |Invst Rel:N|Title:member |Duties:develop and propose strategies to improve alumni engagement and affinity|StrtDt:10-01-18|TotHrs/mon:2|TrdHrs/mon:0|OBA-99528|OrgNmn:Tepper School of Business, Carnegie Mellon University|Org Addr:Pittsburgh,Pennsylvan,US|OBA Nature:University|Invst Rel:N|Title:Board Member|Duties:Formed in 2008, members representing alumni from around the world, the Tepper School Alumni Board works to advance the interests of its global|StrtDt:07-01-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-120876|OrgNmn:Scorpion 27 LLC|Org Addr:Charleston,South Caro,US|OBA Nature:Shopify Toy Store|Invst Rel:N|Title:Sole Proprietor|Duties:Owner/Manager|StrtDt:07-12-25|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Horne's 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®
NoneEducation
Tepper School of Business
Master of Business Administration (MBA) - Wealth and Asset Management
2005
Carnegie Mellon University
Bachelor of Science (BS) - Business Administration
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464RIA
CRD#: 104555
CHARLESTON, SC
Current
February 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464BD
CRD#: 7784
Mount Pleasant, SC
Past
March 3, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MOUNT PLEASANT, SC
Past
July 10, 2020 - February 18, 2022
MORGAN STANLEY
RIA
CRD#: 149777
Charleston, SC
Past
June 17, 2020 - February 18, 2022
MORGAN STANLEY
BD
CRD#: 149777
Charleston, SC
Past
October 12, 2005 - February 9, 2018
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/16/2024)
RR
California(7/11/2022)
RR
Colorado(7/22/2024)
RR
Delaware(8/13/2025)
RR
Florida(9/6/2024)
RR
Georgia(4/22/2024)
RR
Massachusetts(5/22/2023)
RR
Minnesota(8/26/2024)
RR
Nevada(4/15/2025)
RR
New Hampshire(1/7/2025)
RR
New Mexico(6/5/2024)
RR
New York(1/11/2024)
RR
North Carolina(4/20/2022)
RR
Oregon(8/28/2024)
RR
Pennsylvania(4/24/2023)
RR
South Carolina(2/28/2022)
IAR
South Carolina(3/31/2025)
IAR
Texas(3/31/2025)
RR
Virginia(1/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/7/2006
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Charleston, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
