Melissa A. Vald

STRATEGIC ADVISERS LLC | Vice President, Financial Consultant

GLEN ELLYN, IL

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CRD#: 5010531

Professional summary

Melissa A Vald, CFP®, who also goes by Melissa A Diebold, Melissa Ann Diebold, Melissa A Vald, Melissa Diebold Vald, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glen Ellyn, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Naperville, Illinois.

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 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Biography

As a CERTIFIED FINANCIAL PLANNER™, working with high net worth clients since 2005, I truly believe that my experience and passion for financial planning, along with my process being centered all around you and your financial goals, will help you work towards financial success now and in the future.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Melissa A Diebold | Melissa Ann Diebold | Melissa A Vald | Melissa Diebold Vald

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 A Vald'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®

CFP^®

Certified Financial Planner

Start date: 2022

Education

University of Iowa

Bachelor of Business Administration - Marketing

2000

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 47 E Chicago Ave Suite 124, Naperville, IL 60540

RIA

CRD#: 104555

GLEN ELLYN, IL

Current

April 4, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 47 E Chicago Ave Suite 124, Naperville, IL 60540

CRD#: 7784

NAPERVILLE, IL

Past

April 23, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 7556

RIVERWOODS, IL

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(8/8/2020)

Arizona
(7/19/2019)

California
(9/19/2019)

Colorado
(7/29/2019)

Connecticut
(7/21/2023)

District of Columbia
(10/9/2020)

Florida
(6/5/2019)

Georgia
(10/9/2020)

Illinois
(4/4/2019)

IAR

Illinois
(3/31/2025)

Indiana
(2/7/2022)

Iowa
(4/4/2019)

Kentucky
(7/29/2019)

Louisiana
(3/2/2024)

Michigan
(7/8/2022)

Minnesota
(4/23/2020)

Missouri
(4/10/2021)

Nevada
(9/18/2020)

New Hampshire
(3/4/2022)

New Jersey
(10/14/2021)

New Mexico
(2/5/2024)

New York
(7/29/2019)

North Carolina
(10/19/2021)

Ohio
(9/21/2020)

Oregon
(7/29/2019)

Pennsylvania
(7/29/2019)

South Carolina
(8/8/2020)

Tennessee
(7/29/2019)

Texas
(7/22/2019)

IAR

Texas
(3/31/2025)

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Melissa A. Vald

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa A Vald's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Iowa

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

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MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2005

Series 63

Date: 10/24/2005

SIE

Date: 10/1/2018

Series 31

Date: 11/17/2005

Series 7

Date: 9/23/2005

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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