Melanie Mousheh
STRATEGIC ADVISERS LLC | Planning Consultant
HOFFMAN ESTATES, IL
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CRD#: 7295689
Professional summary
Melanie Mousheh is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hoffman Estates, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Melanie has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
As a Planning Consultant here at Fidelity Investments, I take pride in co-partnering with clients and their Financial Consultants to co-create unique customized financial plans that put clients on the path to achieve their goals whether it be retirement or other life events. All while providing service at the highest level.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Mousheh'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
Roosevelt University
Bachelor of Business Administration - Finance
2020
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835RIA
CRD#: 104555
HOFFMAN ESTATES, IL
Current
June 16, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835BD
CRD#: 7784
SCHAUMBURG, IL
Past
June 21, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCHAUMBURG, IL
Past
February 5, 2021 - May 14, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
DOWNERS GROVE, IL
Past
December 17, 2020 - May 14, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
DOWNERS GROVE, 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".
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
Alabama(3/10/2025)
RR
Arkansas(8/29/2025)
RR
California(7/21/2023)
RR
Florida(7/21/2023)
RR
Illinois(6/16/2021)
IAR
Illinois(3/31/2025)
RR
Indiana(7/21/2023)
RR
Iowa(7/21/2023)
RR
Michigan(7/21/2023)
RR
Minnesota(7/21/2023)
RR
Texas(7/21/2023)
IAR
Texas(3/31/2025)
RR
Wisconsin(7/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2020
General Securities Representative ExaminationGeneral 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
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Company Information
STRATEGIC ADVISERS LLC
Planning ConsultantCRD#: 104555Hoffman Estates, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
