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 Simons

Charles Schwab & Co., Inc.national BDBethesda, MdIA-onlyIAPD 4978958

Feed of 09/14/2026

Also filed as Melaine E B Corbett

At current firm

1 y

since Oct 21, 2024

In the industry

21 y

since Sep 6, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Charles Schwab & Co., Inc. national BD current
since Oct 21, 2024 · Bethesda, Md
Chevy Chase Trust Company mixed wealth
Mar 1, 2023 to Sep 30, 2024 · Bethesda, Md
Reframe Wealth, LLC independent RIA
Apr 2, 2021 to Dec 31, 2022 · Fairfax, Va
Advice And Planning Services BD affiliated
Apr 19, 2013 to Nov 13, 2020 · Washington, Dc
Mclean Asset Management Corp. independent RIA
May 4, 2012 to Mar 14, 2013 · Tysons, Va
Morgan Stanley wirehouse
Jun 1, 2009 to May 2, 2012 · Washington, Dc
Citigroup Global Markets Inc. BD affiliated
May 12, 2006 to Jun 1, 2009 · Washington, Dc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 13, 2005 to May 11, 2006 · North Bethesda, Md

Moves

a registration end followed by a registration begin elsewhere

Chevy Chase Trust Company to Charles Schwab & Co., Inc.
left Sep 30, 2024, registered Oct 21, 2024 (21 days) · RIA to affiliated broker-dealer or bank
Reframe Wealth, LLC to Chevy Chase Trust Company
left Dec 31, 2022, registered Mar 1, 2023 (60 days) · RIA to RIA
Advice And Planning Services to Reframe Wealth, LLC
left Nov 13, 2020, registered Apr 2, 2021 (140 days) · Affiliated broker-dealer or bank to a newly registered adviser
Mclean Asset Management Corp. to Advice And Planning Services
left Mar 14, 2013, registered Apr 19, 2013 (36 days) · Other
Morgan Stanley to Mclean Asset Management Corp.
left May 2, 2012, registered May 4, 2012 (2 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.
left May 11, 2006, registered May 12, 2006 (1 days) · Other

Signals

Melanie Simons left Chevy Chase Trust Company for Charles Schwab & Co., Inc. (registered 2024-10-21)
Sep 30, 2024 · Advisor changed firm · fact
Melanie Simons left Reframe Wealth, Llc for Chevy Chase Trust Company (registered 2023-03-01)
Dec 31, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address