Best Investors Account Sign in
Inactive

Dennis J Marchalonis

Strategic Advisers LLC

Hopkinton, MA

Smithfield, RI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hopkinton, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Fidelity Brokerage Services Llc Wellington FL 10/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1999 → Present
    Fidelity Brokerage Services Llc
    Wellington, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2004-03-23 → 2018-07-13
    Strategic Advisers Llc
    Wellington, FL
    Naples, FL
    Birmingham, AL
    Hopkinton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-11
S63 Uniform Securities Agent State Law Examination 1996-08-06
  • S65 Uniform Investment Adviser Law Examination
    1998-05-11
  • S63 Uniform Securities Agent State Law Examination
    1996-08-06
Other Names
  • D J Marchalonis
  • Dennis Marchalonis
  • Dennis Jay Marchalonis
  • Dennis Jay Marchalonis
  • Dennis Jay Marchalonis

View on SEC IAPD

More in Hopkinton, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor