DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Melanie Null
Feed of 09/14/2026
Also filed as Melanie Dawn Stewart
At current firm
1 y
since Mar 31, 2025
In the industry
18 y
since Jun 2, 2008 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Spring, Tx
- Fidelity Personal And Workplace Advisors formerAug 5, 2022 to Mar 31, 2025 · Spring, Tx
- Woodlands Asset Management Inc formerMar 1, 2018 to May 6, 2022 · The Woodlands, Tx
- D.H. Hill Advisors, Inc. independent RIAJun 1, 2015 to Oct 11, 2016 · Spring, Tx
- Westpark Wealth Advisors, Inc. independent RIAApr 23, 2014 to Jun 1, 2015 · Houston, Tx
- Modern Capital Advisors, LLC independent RIADec 5, 2013 to Feb 14, 2014 · The Woodlands, Tx
- Sagepoint Financial, Inc. formerJan 23, 2013 to Dec 3, 2013 · The Woodlands, Tx
- Vsr Advisory Services formerJun 13, 2008 to Jan 10, 2013 · Overland Park, Ks
- C. Geraci & Company unclassifiedJun 4, 2008 to Apr 29, 2014 · The Woodlands, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Woodlands Asset Management Inc to Fidelity Personal And Workplace Advisorsleft May 6, 2022, registered Aug 5, 2022 (91 days) · RIA to affiliated broker-dealer or bank
- D.H. Hill Advisors, Inc. to Woodlands Asset Management Incleft Oct 11, 2016, registered Mar 1, 2018 (506 days) · Other
- Westpark Wealth Advisors, Inc. to D.H. Hill Advisors, Inc.left Jun 1, 2015, registered Jun 1, 2015 (0 days) · Other
- C. Geraci & Company to Vsr Advisory Servicesleft Apr 29, 2014, registered Jun 13, 2008 (-2146 days) · Other
- Modern Capital Advisors, LLC to Westpark Wealth Advisors, Inc.left Feb 14, 2014, registered Apr 23, 2014 (68 days) · Other
- Sagepoint Financial, Inc. to Modern Capital Advisors, LLCleft Dec 3, 2013, registered Dec 5, 2013 (2 days) · Other
- Vsr Advisory Services to Sagepoint Financial, Inc.left Jan 10, 2013, registered Jan 23, 2013 (13 days) · Other
Signals
- Melanie Null left Woodlands Asset Management Inc for Fidelity Personal And Workplace Advisors (registered 2022-08-05)May 6, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address