Melanie Werthmuller
STRATEGIC ADVISERS LLC | Assistant Branch Leader
MERRICK, NY
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CRD#: 6001610
Professional summary
Melanie Werthmuller, CFP®, who also goes by Melisha M Nagibe, Melanie M Werthmuller, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Merrick, New York and FIDELITY BROKERAGE SERVICES LLC located in Roslyn, New York.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Melanie has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I help lead a branch of advisors by inspiring and coaching them to deliver a world-class experience to our clients.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melisha M Nagibe | Melanie M Werthmuller
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.
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Werthmuller'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®
Education
CUNY - Queens College
Bachelor of Arts (BA) - Sociology
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1075 Northern Blvd, Roslyn, NY 11576-1681RIA
CRD#: 104555
MERRICK, NY
Current
September 22, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1075 Northern Blvd, Roslyn, NY 11576BD
CRD#: 7784
ROSLYN, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROSLYN, NY
Past
October 14, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
April 21, 2014 - September 8, 2015
MORGAN STANLEY
RIA
CRD#: 149777
NEW YORK, NY
Past
April 17, 2014 - September 8, 2015
MORGAN STANLEY
BD
CRD#: 149777
NEW YORK, NY
Past
December 14, 2011 - April 4, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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(1/4/2025)
RR
Arkansas(1/4/2025)
RR
California(1/4/2025)
RR
Colorado(1/4/2025)
RR
Connecticut(9/22/2015)
IAR
Connecticut(3/31/2025)
RR
Delaware(1/4/2025)
RR
District of Columbia(1/4/2025)
RR
Florida(9/22/2015)
RR
Georgia(1/4/2025)
RR
Illinois(1/4/2025)
RR
Maine(1/4/2025)
RR
Maryland(1/4/2025)
RR
Massachusetts(1/4/2025)
RR
Michigan(1/4/2025)
RR
Nevada(1/4/2025)
RR
New Hampshire(1/4/2025)
RR
New Jersey(9/22/2015)
RR
New York(9/22/2015)
IAR
New York(3/31/2025)
RR
North Carolina(1/4/2025)
RR
Ohio(1/6/2025)
RR
Oregon(1/4/2025)
RR
Pennsylvania(9/22/2015)
RR
Puerto Rico(1/4/2025)
RR
Rhode Island(1/4/2025)
RR
South Carolina(1/4/2025)
RR
Texas(1/4/2025)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Vermont(1/4/2025)
RR
Virginia(1/4/2025)
RR
Washington(1/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Assistant Branch LeaderCRD#: 104555Merrick, NYTRUST BUT VERIFY
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Contact information
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