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Melissa Mestrovich

Advisor at Fidelity — Grosse Pointe Farms, MI

Updated today

Credentials

CFP®, Series 66

Experience

17 years

Location

Grosse Pointe Farms, MI

Fidelity logo

Fidelity

Institution

Total advisors

17,062

Across 1,880 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Melissa Mestrovich is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and currently at Fidelity. She previously worked at Edward Jones for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Grosse Pointe Farms, MI

Grosse Pointe Farms MI

Advisors at this office

1

Most active in

Michigan · Texas

Work history

17 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2018 - 2025 • 7 years

Boston, MA

FIDELITY INVESTMENTS

2010 - Present • 16 years

Chicago, IL

Edward Jones

2009 - 2010 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Active portfolio management Options & derivatives strategies
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David R

CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

David Rakecky is a CFP® and holds a Series 66 license with three years of industry experience. He is the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His prior experience includes roles at Raymond James & Associates and Rocket Mortgage. Tetra Wealth Management provides discretionary investment supervisory services and financial planning to individuals and families, including trusts and retirement accounts. The firm’s portfolios emphasize long-term, diversified core exposures using ETFs and mutual funds, guided by written Investment Policy Statements and regular rebalancing.

Retirement income strategy Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting Debt management
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Anita P

CFA®

Warren, MI

Weil Enterprises, Inc.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Active portfolio management Tax-loss harvesting
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Raphael H

Series 63, Series 65

Troy, MI

Association Financial Services, LLC

Raphael Hofmann is a financial advisor at Association Financial Services, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Analysts, LLC and Lincoln Investment Planning, Inc. Outside of his advisory role, Hofmann is a managing member of a firearms retail and manufacturing business and serves as a public notary. Association Financial Services primarily serves individual and small business clients with retirement, education, investment, and insurance planning. The firm offers discretionary portfolio management combined with financial consulting, incorporating both securities and non‑security investments such as fixed and fixed‑indexed annuities, and conducts educational workshops for clients.

Annuities Social Security optimization
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