Melisa Marie Beauchesne-Ellis

CRD 5127682 · Fidelity Brokerage Services LLC · Rochester, NY

IA RegisteredBroker

Also appears in the source record as: Melisa M Beauchesne; Melisa Marie Beauchesne; Melisa Beauchesne-Ellis

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (23): Arizona · California · Colorado · Connecticut · Florida · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · South Dakota · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 19
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 (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Rochester, NY · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Rochester, NY · BD capacity

Dec 13, 2019 → present
Fidelity Brokerage Services LLCCurrent
Rochester, NY · BC capacity

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

Jun 9, 2021 → Mar 31, 2025
Paychex Securities Corporation
BD capacity

Jun 27, 2016 → Dec 6, 2019
Mutual Of America Securities LLC
BD capacity

Sep 27, 2010 → Jul 3, 2014
Mutual Of America Life Insurance Company
BD capacity

Sep 27, 2010 → Jul 3, 2014
Banc Of America Investment Services, Inc.
IA capacity

Mar 24, 2008 → Mar 25, 2009
Banc Of America Investment Services, Inc.
BD capacity

Nov 14, 2007 → Mar 25, 2009

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5127682 ↗ FINRA BrokerCheck record for CRD 5127682 ↗ 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.

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