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RIA / WealthAdvisor21 years in industry

Melanie Simons

Advisor at CHARLES SCHWAB & CO., INC.

Bethesda, MD

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Search this name across graphsid dfx:ria:8e12fb01-8fab-7d7e-9155-04f3ff18b959

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Sep 13, 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: CHARLES SCHWAB & CO., INC.
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: Sep 6, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 6, 2005
First registration: Sep 13, 2005
Dual registered: no
Other names: MELAINE E B CORBETT|MELAINE E.B. CORBETT|MELAINE CORBETT|MELANIE CORBETT|MELANIE SIMONS|MELANIE CORBETT SIMONS
IAPD individual key: 4978958

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
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 21, 2024	n/a	yes	Bethesda, MD	Current employment
CHEVY CHASE TRUST COMPANY	Mixed wealth	Mar 1, 2023	Sep 30, 2024	no	BETHESDA, MD	Previous registration
REFRAME WEALTH, LLC	Independent wealth	Apr 2, 2021	Dec 31, 2022	no	FAIRFAX, VA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 19, 2013	Nov 13, 2020	no	WASHINGTON, DC	Previous registration
MCLEAN ASSET MANAGEMENT CORP.	Independent wealth	May 4, 2012	Mar 14, 2013	no	TYSONS, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 2, 2012	no	WASHINGTON, DC\|Mclean, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 12, 2006	Jun 1, 2009	no	WASHINGTON, DC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 13, 2005	May 11, 2006	no	NORTH BETHESDA, MD\|ROCKVILLE, MD	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
CHEVY CHASE TRUST COMPANY	CHARLES SCHWAB & CO., INC.	Sep 30, 2024	Oct 21, 2024	21	Firm change	RIA to ibd
REFRAME WEALTH, LLC	CHEVY CHASE TRUST COMPANY	Dec 31, 2022	Mar 1, 2023	60	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	REFRAME WEALTH, LLC	Nov 13, 2020	Apr 2, 2021	140	Firm change	Ibd to new firm
MCLEAN ASSET MANAGEMENT CORP.	ADVICE AND PLANNING SERVICES	Mar 14, 2013	Apr 19, 2013	36	Firm change	Other
MORGAN STANLEY	MCLEAN ASSET MANAGEMENT CORP.	May 2, 2012	May 4, 2012	2	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	May 11, 2006	May 12, 2006	1	Firm change	Other

Relationships

Registered with (8)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Oct 21, 2024 to presentfactForm ADV
→ CHEVY CHASE TRUST COMPANYRegistered adviserregistration: previous registration
Mar 1, 2023 to Sep 30, 2024factForm ADV
→ REFRAME WEALTH, LLCRegistered adviserregistration: previous registration
Apr 2, 2021 to Dec 31, 2022factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 19, 2013 to Nov 13, 2020factForm ADV
→ MCLEAN ASSET MANAGEMENT CORP.Registered adviserregistration: previous registration
May 4, 2012 to Mar 14, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 2, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 12, 2006 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 13, 2005 to May 11, 2006factForm ADV

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
Melanie Simons left Chevy Chase Trust Company for Charles Schwab & Co., Inc. (registered 2024-10-21)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Melanie Simons left Reframe Wealth, Llc for Chevy Chase Trust Company (registered 2023-03-01)
Form ADVobserved 4 days ago