Ellen M. Mellyn
STRATEGIC ADVISERS LLC | Financial Consultant
ARMONK, NY
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CRD#: 6148559
Professional summary
Ellen Marie Mellyn, who also goes by Ellen Marie Mellyn, Ellen Mellyn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Armonk, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Ellen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ellen has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I have been a financial advisor since 2013. My focus is listening to clients and working together to customize an approach that will encompass all of their financial strategies. I have lived locally in Westchester since 2003 and currently reside in Armonk with my husband and 2 children. Thank you for entrusting me with your future.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ellen Marie Mellyn | Ellen Mellyn
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 Ellen Marie Mellyn'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
Mt Diablo Valley College
Associates of Arts - Liberal Arts
2002
East Coast Aero Tech
Airframe and Powerplant Certificate - Aeronautical
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
ARMONK, NY
Current
April 30, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
May 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
October 29, 2019 - December 17, 2019
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
Franklin Square, NY
Past
October 23, 2019 - December 17, 2019
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
FRANKLIN SQUARE, NY
Past
September 6, 2017 - March 21, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WHITE PLAINS, NY
Past
September 6, 2017 - March 21, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WHITE PLAINS, NY
Past
February 2, 2017 - April 5, 2017
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SCARSDALE, NY
Past
January 27, 2017 - April 5, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SCARSDALE, NY
Past
March 4, 2013 - February 3, 2017
DAVID LERNER ASSOCIATES, INC.
BD
CRD#: 5397
WHITE PLAINS, 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(3/1/2024)
RR
California(9/1/2021)
RR
Colorado(6/4/2021)
RR
Connecticut(4/30/2021)
RR
Delaware(10/5/2024)
RR
District of Columbia(3/4/2022)
RR
Florida(4/30/2021)
RR
Georgia(3/10/2023)
RR
Hawaii(5/4/2023)
RR
Kentucky(2/7/2022)
RR
Massachusetts(6/2/2021)
RR
Montana(5/6/2022)
RR
Nevada(1/4/2025)
RR
New Hampshire(9/7/2023)
RR
New Jersey(4/30/2021)
RR
New York(4/30/2021)
IAR
New York(3/31/2025)
RR
North Carolina(10/8/2021)
RR
Pennsylvania(10/8/2021)
RR
Rhode Island(3/29/2022)
RR
South Carolina(2/4/2022)
RR
Tennessee(3/4/2022)
RR
Texas(3/4/2022)
IAR
Texas(3/31/2025)
RR
Vermont(5/27/2022)
RR
Virginia(3/25/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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
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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#: 104555Armonk, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
