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Melisa Marie Beauchesne-ellis

Melisa M. Beauchesne-ellis

STRATEGIC ADVISERS LLC | Financial Consultant
ROCHESTER, NY
Some features on this profile are disabled
CRD#: 5127682
Melisa Marie Beauchesne-ellis

Professional summary

Melisa Marie Beauchesne-ellis, CFP®, who also goes by Melisa M Beauchesne, Melisa Marie Beauchesne, Melisa Beauchesne-ellis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rochester, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.

Melisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Melisa has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I am passionate about delivering a great client experience and creating a safe space to discuss your short and long term goals. Together, we will analyze your current financial situation, where you'd like to go, and collaborate on strategies that align with your plan.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melisa M Beauchesne | Melisa Marie Beauchesne | Melisa Beauchesne-Ellis

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 Melisa Marie Beauchesne-ellis'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

Education

University of Rochester

Master of Business Administration (MBA) - Entrepreneurship, Competitive and Organizational Strategy

2011

Saint John Fisher College

Bachelor of Science (BS) - Business Administration

2006

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2780 Monroe Ave Suite 201, Rochester, NY 14618
RIA
CRD#: 104555
ROCHESTER, NY
Current

December 13, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618
BD
CRD#: 7784
Rochester, NY
Past

June 9, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ROCHESTER, NY
Past

June 27, 2016 - December 6, 2019

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
WEST HENRIETTA, NY
Past

September 27, 2010 - July 3, 2014

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
ROCHESTER, NY
Past

September 27, 2010 - July 3, 2014

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
ROCHESTER, NY
Past

March 24, 2008 - March 25, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
ROCHESTER, NY
Past

November 14, 2007 - March 25, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
ROCHESTER, 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
(9/23/2024)
RR
California
(9/8/2021)
RR
Florida
(1/8/2020)
RR
Illinois
(7/16/2021)
RR
Indiana
(9/23/2024)
RR
Kentucky
(9/15/2020)
RR
Maine
(5/28/2021)
RR
Maryland
(9/8/2022)
RR
Massachusetts
(4/7/2023)
RR
Nebraska
(9/23/2024)
RR
New Hampshire
(4/7/2023)
RR
New Jersey
(8/13/2021)
RR
New York
(12/13/2019)
IAR
New York
(3/31/2025)
RR
North Carolina
(6/4/2021)
RR
Ohio
(12/13/2019)
RR
Pennsylvania
(12/13/2019)
RR
South Carolina
(9/24/2021)
RR
South Dakota
(7/1/2022)
RR
Texas
(5/22/2023)
IAR
Texas
(3/31/2025)
RR
Vermont
(5/13/2021)
RR
Virginia
(1/4/2022)
RR
Washington
(3/4/2022)
RR
Wisconsin
(6/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2008
Uniform Combined 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: 11/13/2007
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Rochester, NY

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