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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MELANIE NULL

Advisor at STRATEGIC ADVISERS LLC

SPRING, TX

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Search this name across graphsid dfx:ria:b3d6f198-ef96-d7f4-b598-bdfc9e0c2a11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2008 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: Jun 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 2, 2008
First registration: Jun 4, 2008
Dual registered: yes, broker-dealer
Other names: MELANIE DAWN STEWART|MELANIE DAWN FRANKLIN|MELANIE DAWN NULL|Melanie Dawn Boggs|Melanie Null
IAPD individual key: 4861690

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	SPRING, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 5, 2022	Mar 31, 2025	no	SPRING, TX	Previous registration
WOODLANDS ASSET MANAGEMENT INC	Former SEC adviser	Mar 1, 2018	May 6, 2022	no	THE WOODLANDS, TX	Previous registration
D.H. HILL ADVISORS, INC.	Independent wealth	Jun 1, 2015	Oct 11, 2016	no	SPRING, TX\|SPRING, TX\|KINGWOOD, TX	Previous registration
WESTPARK WEALTH ADVISORS, INC.	Independent wealth	Apr 23, 2014	Jun 1, 2015	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
MODERN CAPITAL ADVISORS, LLC	Independent wealth	Dec 5, 2013	Feb 14, 2014	no	THE WOODLANDS, TX\|RALEIGH, NC	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jan 23, 2013	Dec 3, 2013	no	THE WOODLANDS, TX\|SCOTTSDALE, AZ	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Jun 13, 2008	Jan 10, 2013	no	OVERLAND PARK, KS\|THE WOODLANDS, TX	Previous registration
C. GERACI & COMPANY	n/a	Jun 4, 2008	Apr 29, 2014	no	THE WOODLANDS, TX	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
WOODLANDS ASSET MANAGEMENT INC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 6, 2022	Aug 5, 2022	91	Firm change	RIA to ibd
D.H. HILL ADVISORS, INC.	WOODLANDS ASSET MANAGEMENT INC	Oct 11, 2016	Mar 1, 2018	506	Firm change after gap	Other
WESTPARK WEALTH ADVISORS, INC.	D.H. HILL ADVISORS, INC.	Jun 1, 2015	Jun 1, 2015	0	Firm change	Other
C. GERACI & COMPANY	VSR ADVISORY SERVICES	Apr 29, 2014	Jun 13, 2008	-2,146	Firm change after gap	Other
MODERN CAPITAL ADVISORS, LLC	WESTPARK WEALTH ADVISORS, INC.	Feb 14, 2014	Apr 23, 2014	68	Firm change	Other
SAGEPOINT FINANCIAL, INC.	MODERN CAPITAL ADVISORS, LLC	Dec 3, 2013	Dec 5, 2013	2	Firm change	Other
VSR ADVISORY SERVICES	SAGEPOINT FINANCIAL, INC.	Jan 10, 2013	Jan 23, 2013	13	Firm change	Other

Relationships

Registered with (9)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 5, 2022 to Mar 31, 2025factForm ADV
→ WOODLANDS ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 1, 2018 to May 6, 2022factForm ADV
→ D.H. HILL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 1, 2015 to Oct 11, 2016factForm ADV
→ WESTPARK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 23, 2014 to Jun 1, 2015factForm ADV
→ C. GERACI & COMPANYRegistered adviserregistration: previous registration
Jun 4, 2008 to Apr 29, 2014factForm ADV
→ MODERN CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 5, 2013 to Feb 14, 2014factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 23, 2013 to Dec 3, 2013factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 13, 2008 to Jan 10, 2013factForm ADV

Dated events

Occurred
May 6, 2022
Advisor changed firm
Melanie Null left Woodlands Asset Management Inc for Fidelity Personal And Workplace Advisors (registered 2022-08-05)
Form ADVobserved 5 days ago