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RIA / WealthAdvisor26 years in industry

Melissa Jean Dailey

Advisor at CLEARWATER CAPITAL PARTNERS

HOFFMAN ESTATES, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df644e1e-3921-83ff-a038-31c50523eef7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2011 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: CLEARWATER CAPITAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 6, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: Mar 6, 2000
First registration: Jun 7, 2011
Dual registered: no
Other names: MELISSA JEAN BOLERJACK|MELISSA JEAN BOLERJACK|Melissa Jean Bolerjack|Melissa Bolerjack|Melissa Dailey
IAPD individual key: 3272520

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
CLEARWATER CAPITAL PARTNERS	Independent wealth	Oct 9, 2021	n/a	yes	HOFFMAN ESTATES, IL	Current employment
AMERICAN CENTURY ADVISORY SERVICES, INC.	Former SEC adviser	Jun 7, 2011	Jun 25, 2012	no	KANSAS CITY, MO	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
AMERICAN CENTURY ADVISORY SERVICES, INC.	CLEARWATER CAPITAL PARTNERS	Jun 25, 2012	Oct 9, 2021	3,393	Firm change after gap	Other

Relationships

Registered with (2)

→ CLEARWATER CAPITAL PARTNERSRegistered adviserregistration: current employment
Oct 9, 2021 to presentfactForm ADV
→ AMERICAN CENTURY ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 7, 2011 to Jun 25, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df644e1e-3921-83ff-a038-31c50523eef7
First observed: Jun 7, 2011
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Melissa Jean Dailey

Advisor at CLEARWATER CAPITAL PARTNERS

HOFFMAN ESTATES, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df644e1e-3921-83ff-a038-31c50523eef7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CLEARWATER CAPITAL PARTNERS

Independent wealth

Oct 9, 2021

n/a

yes

HOFFMAN ESTATES, IL

Current employment

AMERICAN CENTURY ADVISORY SERVICES, INC.

Former SEC adviser

Jun 7, 2011

Jun 25, 2012

KANSAS CITY, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERICAN CENTURY ADVISORY SERVICES, INC.

CLEARWATER CAPITAL PARTNERS

Jun 25, 2012

Oct 9, 2021

3,393

Firm change after gap

Other