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MELANIE STEARNS KARLBERG
Melanie Stearns Karlberg, MELANIE MARIE STEARNS
CRD#: 2939587
IA
Investment Adviser
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Previous Broker
LMCG INVESTMENTS, LLCCRD#: 149936 ONE BOSTON PLACE
201 WASHINGTON STREET, 29TH FLOOR
BOSTON, MA 02108
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2010 - 2011 (<1 year)2 FIRMS2011 - 2011 (<1 year)IALMCG INVESTMENTS, LLC (CRD# 149936)2017 - Present (7 years)BFORESIDE FUND SERVICES, LLC (CRD# 46106)2017 - 2024 (7 years)BRACE ROCK CAPITAL LLC (CRD# 153363)2015 - 2016 (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2001 - 2008 (7 years)BOFFROAD SECURITIES, INC. (CRD# 30890)2000 - 2001 (1 year)BFIDELITY BROKERAGE SERVICES, INC. (CRD# 7784)1998 - 2000 (1 year)IAF-SQUARED INVESTMENTS, INC (CRD# 146673)2011 - 2015 (4 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2000 - 2008 (8 years)
License(s)

State Registrations

IA
Massachusetts 12/15/2017

Current Registration(s)
IA
LMCG INVESTMENTS, LLC (CRD#:149936)
ONE BOSTON PLACE 201 WASHINGTON STREET, 29TH FLOOR, BOSTON, MA 02108
Registered with this firm since 12/15/2017

Previous Registration(s)
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03/30/2017 - 10/18/2024 FORESIDE FUND SERVICES, LLC (CRD#:46106) BOSTON, MA
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07/29/2015 - 09/30/2016 RACE ROCK CAPITAL LLC (CRD#:153363) WINCHESTER, MA
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03/03/2011 - 08/24/2015 F-SQUARED INVESTMENTS, INC (CRD#:146673) WELLESLEY, MA
IA
02/23/2011 - 12/01/2011 TRUST ADVISORY GROUP LTD (CRD#:106926) BIRMINGHAM, AL
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02/22/2011 - 12/01/2011 ADVISORY GROUP EQUITY SERVICES LTD. (CRD#:15427) HULL, MA
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06/23/2010 - 02/28/2011 FINANCIAL TELESIS, INC. (CRD#:31012) HINGHAM, MA
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06/29/2010 - 02/28/2011 FINANCIAL TELESIS INC (CRD#:31012) HINGHAM, MA
IA
01/12/2000 - 08/15/2008 STRATEGIC ADVISERS, INC. (CRD#:104555) BOSTON, MA
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03/13/2001 - 08/15/2008 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) BOSTON, MA
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02/25/2000 - 02/26/2001 OFFROAD SECURITIES, INC. (CRD#:30890) SAN FRANCISCO, CA
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11/11/1998 - 02/22/2000 FIDELITY BROKERAGE SERVICES, INC. (CRD#:7784) SMITHFIELD, RI
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Broker
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Investment Adviser
Disclosures
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