Melanie D Trexler

CRD 1756779 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Melanie Dawn Almond; Melanie Dawn Trexler

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 6TOSIESeries 7Series 6
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Indian Land, SC · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Indian Land, SC · BD capacity

Mar 21, 2023 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Mar 31, 2023 → Mar 31, 2025
Newedge Advisors
IA capacity

Nov 2, 2021 → Dec 22, 2022
Lpl Financial LLC
BD capacity

Nov 1, 2021 → Dec 16, 2022
Wells Fargo Clearing Services, LLC
BD capacity

Nov 30, 2005 → Nov 11, 2021
Wells Fargo Clearing Services, LLC
IA capacity

Nov 30, 2005 → Nov 11, 2021
Lpl Financial LLC
IA capacity

Nov 1, 2021 → Nov 1, 2021
Suntrust Investment Services, Inc.
IA capacity

Nov 7, 2005 → Nov 25, 2005
Suntrust Investment Services, Inc.
BD capacity

Jan 3, 2005 → Nov 25, 2005
Ncf Financial Services, Inc.
BD capacity

Sep 30, 2002 → Jan 3, 2005
Invest Financial Corporation
BD capacity

Mar 15, 2001 → Sep 30, 2002
First Union Securities, Inc.
BD capacity

Oct 1, 2000 → Feb 16, 2001
First Union Brokerage Services, Inc.
BD capacity

Oct 21, 1998 → Oct 1, 2000
The Equitable Life Assurance Society Of The United States
BD capacity

Nov 12, 1993 → May 31, 1994
Equico Securities, Inc.
BD capacity

Nov 12, 1993 → May 31, 1994

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1756779 ↗ FINRA BrokerCheck record for CRD 1756779 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.