MS
Melissa F. Seeley
STRATEGIC ADVISERS LLC
JOHNSTON, RI
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CRD#: 7463082
MS
Professional summary
Melissa Fay Seeley, who also goes by Melissa Fay Seeley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Johnston, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Melissa has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Fay Seeley
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.
1. GINGER GREEN FINANCIAL POSITION: Insurance Agent NATURE: Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2023 ADDRESS: 935 Jefferson Blvd, Suite 3001, Warwick RI 02886, United States DESCRIPTION: Soliciting insurance product sales, facilitating underwriting process (as necessary), servicing accounts. 2. GINGER GREEN FINANCIAL POSITION: Representative NATURE: DBA Firm name, "Ginger Green Financial."? INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 935 Jefferson Blvd., Suite 3001, Warwick RI 02886, United States DESCRIPTION: DBA Firm name, "Ginger Green Financial." 3. INDEPENDENCE FINANCIAL PARTNERS POSITION: Representative NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 935 Jefferson Boulevard, Suite 2000, Warwick RI 02886, United States DESCRIPTION: DBA Firm name, "Independence Financial Partners."
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Fay Seeley'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
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10 Memorial Boulevard, Providence, RI 02903RIA
CRD#: 104555
JOHNSTON, RI
Current
July 16, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10 Memorial Boulevard, Providence, RI 02903BD
CRD#: 7784
Providence, RI
Past
July 19, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PROVIDENCE, RI
Past
September 1, 2023 - June 17, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
WARWICK, RI
Past
September 1, 2023 - June 17, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
WARWICK, RI
Past
July 11, 2023 - September 1, 2023
OSAIC SERVICES, INC.
RIA
CRD#: 133763
WARWICK, RI
Past
May 1, 2023 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
WARWICK, RI
Past
April 20, 2022 - April 26, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MANCHESTER, NH
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(7/25/2024)
RR
Connecticut(7/22/2024)
RR
Florida(7/22/2024)
RR
Maine(7/22/2024)
RR
Massachusetts(7/22/2024)
RR
New Hampshire(7/22/2024)
RR
New York(1/3/2025)
RR
Rhode Island(7/16/2024)
IAR
Rhode Island(3/31/2025)
RR
Texas(1/3/2025)
IAR
Texas(3/31/2025)
RR
Vermont(7/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/20/2022
Investment Company Products/Variable Contracts 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.
