Melissa Lau, financial advisor Vero Beach FL
90 score

Melissa Lau

CRD Number: 5895054
Current Firm: Strategic Advisers, Inc.

Melissa Lau (CRD# 5895054) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Vero Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Vero Beach, FL Feb 2011 - Current 5
Bank Of America Fort Pierce, FL Sep 2008 - Feb 2011 2
Florida State University Palm Beach Gardens, FL Jun 2006 - Dec 2008 2
Wakulla Bank Tallahassee, FL Oct 2007 - Sep 2008 < 1
Cracker Barrel Tallahassee, FL Dec 2003 - Oct 2007 3
Springwood Elementary Tallahassee, FL Jan 2007 - Sep 2007 < 1
Cracker Barrel Tallahassee, FL Dec 2003 - Sep 2007 3
Amos P. Godby High School Tallahassee, FL Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Melissa K. Lau
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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