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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

MELISSA SEELEY

Advisor at STRATEGIC ADVISERS LLC

SMITHFIELD, RI | JOHNSTON, RI

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Search this name across graphsid dfx:ria:c1cbdd5f-23c2-3711-cced-cc1d03d5d3c7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 11, 2023 to Sep 15, 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: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: May 18, 2022
First registration: Jul 11, 2023
Dual registered: yes, broker-dealer
Other names: Melissa Fay Seeley
IAPD individual key: 7463082

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	JOHNSTON, RI\|SMITHFIELD, RI	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 19, 2024	Mar 31, 2025	no	PROVIDENCE, RI	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	Jun 17, 2024	no	WARWICK, RI\|WARWICK, RI	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jul 11, 2023	Sep 1, 2023	no	WARWICK, RI	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
OSAIC WEALTH, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 17, 2024	Jul 19, 2024	32	Firm change	Ibd to ibd
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 19, 2024 to Mar 31, 2025factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 1, 2023 to Jun 17, 2024factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jul 11, 2023 to Sep 1, 2023factForm ADV

Dated events

Occurred
Jun 17, 2024
Advisor changed firm
Melissa Seeley left Osaic Wealth, Inc. for Fidelity Personal And Workplace Advisors (registered 2024-07-19)
Form ADVobserved 5 days ago