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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

MELANIE D TREXLER

Advisor at STRATEGIC ADVISERS LLC

INDIAN LAND, SC

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Search this name across graphsid dfx:ria:4ec87a3b-f6d2-c3bd-04e0-3e5f684f249b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2005 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: Oct 21, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Oct 21, 1998
First registration: Nov 7, 2005
Dual registered: yes, broker-dealer
Other names: MELANIE DAWN ALMOND|MELANIE DAWN TREXLER|Melanie D Trexler
IAPD individual key: 1756779

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	Mar 31, 2025	n/a	yes	INDIAN LAND, SC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 31, 2023	Mar 31, 2025	no	CHARLOTTE, NC	Previous registration
NEWEDGE ADVISORS	Bd affiliated wealth	Nov 2, 2021	Dec 22, 2022	no	NEW ORLEANS, LA\|Highpoint, NC\|Charlotte, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 1, 2021	Nov 1, 2021	no	HIGH POINT, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 30, 2005	Nov 11, 2021	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|ST. LOUIS, MO	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 7, 2005	Nov 25, 2005	no	SALISBURY, NC\|SALISBURY, NC	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
NEWEDGE ADVISORS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 22, 2022	Mar 31, 2023	99	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Nov 11, 2021	Nov 1, 2021	-10	Firm change	Wirehouse to ibd
LPL FINANCIAL LLC	NEWEDGE ADVISORS	Nov 1, 2021	Nov 2, 2021	1	Firm change	Ibd to ibd
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Nov 25, 2005	Nov 30, 2005	5	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 31, 2023 to Mar 31, 2025factForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Nov 2, 2021 to Dec 22, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 30, 2005 to Nov 11, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Nov 1, 2021factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 7, 2005 to Nov 25, 2005factForm ADV

Dated events

Occurred
Dec 22, 2022
Advisor changed firm
Melanie D Trexler left Newedge Advisors for Fidelity Personal And Workplace Advisors (registered 2023-03-31)
Form ADVobserved 6 days ago