MT
Melissana A. Tan
STRATEGIC ADVISERS LLC
ATLANTA, GA
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CRD#: 7342285
MT
Professional summary
Melissana A Tan, who also goes by Melissa Tan, Melissana A Tan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Atlanta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Melissana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Melissana has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Tan | Melissana A Tan
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-124104|OrgNmn:The Tan Travels LLC|Org Addr:atlanta,Georgia,US|OBA Nature:travel agency|Invst Rel:N|Title:Independent Contractor|Duties:hotel/travel bookings|StrtDt:05-01-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-124102|OrgNmn:The Tan Consulting Services LLC|Org Addr:atlanta,Georgia,US|OBA Nature:Business Consulting Services|Invst Rel:N|Title:Sole Proprietor|Duties:sole proprietor|StrtDt:06-26-23|TotHrs/mon:0.01|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Melissana A Tan'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®
NoneExperience
Current
November 5, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
ATLANTA, GA
Current
October 19, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
July 20, 2023 - August 8, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ATLANTA, GA
Past
July 18, 2023 - August 8, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ATLANTA, GA
Past
November 14, 2022 - July 7, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Atlanta, GA
Past
March 21, 2022 - July 7, 2023
MORGAN STANLEY
BD
CRD#: 149777
Atlanta, GA
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(11/3/2025)
RR
Alaska(11/3/2025)
RR
Arizona(11/3/2025)
RR
Arkansas(11/3/2025)
RR
California(11/3/2025)
RR
Colorado(11/3/2025)
RR
Connecticut(11/3/2025)
RR
Delaware(11/3/2025)
RR
District of Columbia(11/3/2025)
RR
Florida(11/3/2025)
RR
Georgia(10/19/2025)
IAR
Georgia(11/7/2025)
RR
Hawaii(11/3/2025)
RR
Idaho(11/3/2025)
RR
Illinois(11/3/2025)
RR
Indiana(11/3/2025)
RR
Iowa(11/3/2025)
RR
Kansas(11/3/2025)
RR
Kentucky(11/3/2025)
RR
Louisiana(11/3/2025)
RR
Maine(11/3/2025)
RR
Maryland(11/3/2025)
RR
Massachusetts(11/3/2025)
RR
Michigan(11/3/2025)
RR
Minnesota(11/3/2025)
RR
Mississippi(11/3/2025)
RR
Missouri(11/3/2025)
RR
Montana(11/3/2025)
RR
Nebraska(11/3/2025)
RR
Nevada(11/3/2025)
RR
New Hampshire(11/3/2025)
RR
New Jersey(11/3/2025)
RR
New Mexico(11/3/2025)
RR
New York(11/3/2025)
RR
North Carolina(11/3/2025)
RR
North Dakota(11/3/2025)
RR
Ohio(11/3/2025)
RR
Oklahoma(11/3/2025)
RR
Oregon(11/3/2025)
RR
Pennsylvania(11/3/2025)
RR
Puerto Rico(11/3/2025)
RR
Rhode Island(11/3/2025)
RR
South Carolina(11/3/2025)
RR
South Dakota(11/3/2025)
RR
Tennessee(11/3/2025)
RR
Texas(11/3/2025)
IAR
Texas(11/5/2025)
RR
Utah(11/3/2025)
RR
Vermont(11/3/2025)
RR
Virgin Islands(11/3/2025)
RR
Virginia(11/3/2025)
RR
Washington(11/3/2025)
RR
West Virginia(11/3/2025)
RR
Wisconsin(11/3/2025)
RR
Wyoming(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2022
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
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.
