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MELANIE MARIE LEE
Melanie M Lee, Melanie Marie Lee, Melanie Lee, Melanie Marie Robinson
CRD#: 6614303
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 12201 SEAL BEACH BLVD
SEAL BEACH, CA 90740-2634
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 27101 PUERTA REAL
STE 160
MISSION VIEJO, CA 92691
Registration History
20172018201920202021202220232024202520262 FIRMS2020 - Present (4 years)IAKINETIC INVESTMENT MANAGEMENT,... (CRD# 283034)2017 - 2020 (3 years)
Disclosure(s)
View By:
5/17/2019
Financial
Final
5/28/2018
Financial
Final
License(s)

State Registrations

B
Arizona 10/1/2020

B
New Mexico 5/22/2023

B
California 8/10/2020

B
New York 7/23/2023

IA
California 8/31/2020

B
Ohio 7/11/2022

B
Colorado 1/12/2022

B
Oregon 5/27/2024

B
Connecticut 5/6/2024

B
South Carolina 1/9/2025

B
Florida 1/8/2024

B
Tennessee 7/22/2024

B
Illinois 11/19/2024

B
Texas 2/22/2021

B
Indiana 6/22/2022

IA
Texas 3/16/2021

B
Maryland 3/8/2022

B
Utah 5/22/2023

B
Massachusetts 1/6/2025

B
Vermont 9/12/2022

B
Michigan 1/8/2025

B
Virginia 1/6/2025

B
Montana 1/21/2025

B
Washington 3/23/2023

B
Nevada 10/12/2020

B
Wisconsin 9/13/2022

B
New Jersey 7/11/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
12201 SEAL BEACH BLVD, SEAL BEACH, CA 90740-2634
Registered with this firm since 8/31/2020

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
27101 PUERTA REAL STE 160, MISSION VIEJO, CA 92691
RANCHO MISSION VIEJO, CA
Registered with this firm since 7/31/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/06/2017 - 06/25/2020 KINETIC INVESTMENT MANAGEMENT, INC. (CRD#:283034) LOS ANGELES, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.