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Mark White

Strategic Advisers LLC

Marlton, NJ

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Marlton, NJ • United States

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 12/2002 05/2018
Bank Of America, N.A. Pennington NJ 08/2009 03/2018
Citizens Bank Fort Washington PA 05/2018 09/2022
Citizens Securities Inc. Fort Washington PA 05/2018 09/2022
Fidelity Investments Philadelphia PA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2002 → 05/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 08/2009 → 03/2018
    Bank Of America, N.A.
    Pennington, NJ
  • 05/2018 → 09/2022
    Citizens Bank
    Fort Washington, PA
  • 05/2018 → 09/2022
    Citizens Securities Inc.
    Fort Washington, PA
  • 09/2022 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2018-05-24 → 2022-09-02
    Citizens Securities, Inc.
    Conshohocken, PA
    Stamford, CT
    Marlton, NJ
    Conshohocken, PA
    Marlton, NJ
    Johnston, RI
  • 2003-10-03 → 2018-03-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
    New York, NY
    Pennington, NJ
    Philadelphia, PA
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-15
S63 Uniform Securities Agent State Law Examination 2001-11-01
  • S66 Uniform Combined State Law Examination
    2003-09-15
  • S63 Uniform Securities Agent State Law Examination
    2001-11-01
Other Names
  • Mark Edward White

View on SEC IAPD

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