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Melissa M. Christensen

Melissa M. Christensen

STRATEGIC ADVISERS LLC | Assistant Branch Leader
FRIENDSWOOD, TX
Some features on this profile are disabled
CRD#: 5139078
Melissa M. Christensen

Professional summary

Melissa M. Christensen, who also goes by Melissa Marie Christensen, Melissa M Sierra, Melissa Marie Sierra, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Friendswood, Texas and FIDELITY BROKERAGE SERVICES LLC located in Friendswood, Texas.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Melissa has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I lead a team of elite associates at Fidelity that provide guidance to clients and their families.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Marie Christensen | Melissa M Sierra | Melissa Marie Sierra

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-119707|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Delivery/Dasher|Invst Rel:N|Title:Independent Contractor|Duties:Accept and deliver orders|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa M. Christensen'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

Education

The College of Saint Scholastic

Bachelor of Business Administration - Business Management

2009

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716
RIA
CRD#: 104555
FRIENDSWOOD, TX
Current

November 5, 2010 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: Baybrook Mall 18710 Gulf Freeway, Friendswood, TX 77546
BD
CRD#: 7784
Friendswood, TX
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
FRIENDSWOOD,, TX
Past

July 31, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OAKDALE, MN
Past

May 12, 2010 - September 16, 2010

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
EDEN PRAIRIE, MN
Past

January 20, 2010 - May 14, 2010

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

July 17, 2006 - January 6, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OAKDALE, MN

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
Arkansas
(7/22/2021)
RR
Louisiana
(1/7/2022)
RR
Massachusetts
(7/22/2021)
RR
Minnesota
(11/5/2010)
RR
New Mexico
(1/7/2022)
RR
Oklahoma
(1/7/2022)
RR
Texas
(11/17/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(11/17/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/13/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2006
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: 7/15/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/14/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/14/2016
General Securities Sales Supervisor - Options Module 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

Assistant Branch LeaderCRD#: 104555Friendswood, TX

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