# Melanie Simons

Melanie Simons is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2024-10-21 | present | Yes |
| [CHEVY CHASE TRUST COMPANY](https://search.stillhousedata.com/firm/110742) | 2023-03-01 | 2024-09-30 | — |
| [REFRAME WEALTH, LLC](https://search.stillhousedata.com/firm/313386) | 2021-04-02 | 2022-12-31 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2013-04-19 | 2020-11-13 | — |
| [MCLEAN ASSET MANAGEMENT CORPORATION](https://search.stillhousedata.com/firm/108067) | 2012-05-04 | 2013-03-14 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2012-05-02 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2006-05-12 | 2009-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-09-13 | 2006-05-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4978958)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4978958.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.