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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

MELISSA BERGERON

Advisor at STRATEGIC ADVISERS LLC

CORONA, CA

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Search this name across graphsid dfx:ria:45e284dd-b482-1ad3-80ac-85a36a8d6a76

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 9, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: Feb 24, 2000
First registration: Mar 9, 2012
Dual registered: yes, broker-dealer
Other names: MELISA MAY SMITH|MELISSA SMITH|MELISSA MAY BERGERON-VOSBURG|Melissa Bergeron|MELISSA MYA BERGERON|Melissa May Bergeron
IAPD individual key: 2974007

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	May 30, 2026	n/a	yes	CORONA, CA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Aug 29, 2025	Nov 25, 2025	no	Tustin, CA	Previous registration
EDWARD JONES	National bd RIA	Aug 22, 2024	Aug 26, 2025	no	Rancho Mirage, CA\|RANCHO MIRAGE, CA\|ST LOUIS, MO	Previous registration
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Aug 26, 2015	Feb 2, 2016	no	IRVINE, CA\|PLANO, TX	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Mar 9, 2012	Oct 4, 2013	no	CORONA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	STRATEGIC ADVISERS LLC	Nov 25, 2025	May 30, 2026	186	Firm change	Ibd to ibd
EDWARD JONES	OSAIC WEALTH, INC.	Aug 26, 2025	Aug 29, 2025	3	Firm change	Ibd to ibd
RETIREMENT PLANNERS OF AMERICA	EDWARD JONES	Feb 2, 2016	Aug 22, 2024	3,124	Firm change after gap	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	RETIREMENT PLANNERS OF AMERICA	Oct 4, 2013	Aug 26, 2015	691	Firm change after gap	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
May 30, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Aug 29, 2025 to Nov 25, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 22, 2024 to Aug 26, 2025factForm ADV
→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: previous registration
Aug 26, 2015 to Feb 2, 2016factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Mar 9, 2012 to Oct 4, 2013factForm ADV

Dated events

Occurred
Nov 25, 2025
Advisor changed firm
Melissa Bergeron left Osaic Wealth, Inc. for Strategic Advisers Llc (registered 2026-05-30)
Form ADVobserved 5 days ago
Occurred
Aug 26, 2025
Advisor changed firm
Melissa Bergeron left Edward Jones for Osaic Wealth, Inc. (registered 2025-08-29)
Form ADVobserved 5 days ago