Melissa Vald

CRD 5010531 · Fidelity Brokerage Services LLC · Naperville, IL

IA RegisteredBroker

Also appears in the source record as: Melissa A Diebold; Melissa Ann Diebold; Melissa A Vald; Melissa Diebold Vald

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 31Series 7
Registered states (30): Alabama · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Michigan · Minnesota · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin
Years in the industry (source record): 21
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 (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Glen Ellyn, IL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Glen Ellyn, IL · BD capacity

Apr 4, 2019 → present
Fidelity Brokerage Services LLCCurrent
Naperville, IL · BC capacity

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

Apr 23, 2019 → Mar 31, 2025
Wells Fargo Clearing Services, LLC
BD capacity

Jan 16, 2015 → Apr 2, 2019
Wells Fargo Clearing Services, LLC
IA capacity

Jan 16, 2015 → Apr 2, 2019
Morgan Stanley
BD capacity

Jun 1, 2009 → Jan 27, 2015
Morgan Stanley
IA capacity

Jun 1, 2009 → Jan 27, 2015
Morgan Stanley & Co. Incorporated
BD capacity

Oct 9, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
IA capacity

Oct 9, 2007 → Jun 1, 2009
Morgan Stanley & Co., Incorporated
BD capacity

Apr 2, 2007 → Jul 2, 2007
Morgan Stanley & Co., Incorporated
IA capacity

Apr 2, 2007 → Jul 2, 2007
Morgan Stanley
IA capacity

Nov 11, 2005 → Apr 2, 2007
Morgan Stanley Dw Inc.
BD capacity

Sep 26, 2005 → Apr 2, 2007

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5010531 ↗ FINRA BrokerCheck record for CRD 5010531 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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