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CFP

Melisa Beauchesne-Ellis

Strategic Advisers LLC
15 Years of Experience
Rochester, NY
Broker
View SEC Summary
View SEC Summary

Melisa Beauchesne-Ellis is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Rochester, NY, with 15 years of industry experience. Melisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2780 Monroe Ave, Suite 201, Rochester, NY, 14618-4139

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
December 2019 - Present · 6 yrs 10 mos
Fidelity Brokerage Services LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2021 - March 2025 · 3 yrs 9 mos
Paychex Securities CorporationBroker
June 2016 - December 2019 · 3 yrs 6 mos
Mutual of America Securities LLCBroker
September 2010 - July 2014 · 3 yrs 10 mos
Mutual of America Life Insurance CompanyBroker
September 2010 - July 2014 · 3 yrs 10 mos
Banc of America Investment Services, INC.
March 2008 - March 2009 · 1 yr
Banc of America Investment Services, INC.Broker
November 2007 - March 2009 · 1 yr 4 mos
State Registrations23 states
AZCACOCTFLILINKYMAMDMENCNHNJNYOHPASCSDTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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