Best Investors Account Sign in

Marc Adam Lindner

Strategic Advisers LLC

Santa Monica, CA

Malibu, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States

Malibu, CA • 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
Sinai Akiba Academy Los Angeles CA 07/2020 06/2022
Fidelity Investments Santa Monica CA 07/2022 Present
Charles E. Smith Jewish Day School Rockville MD 07/2016 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 06/2022
    Sinai Akiba Academy
    Los Angeles, CA
  • 07/2022 → Present
    Fidelity Investments
    Santa Monica, CA
  • 07/2016 → 06/2020
    Charles E. Smith Jewish Day School
    Rockville, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
  • 2001-08-31 → 2003-07-10
    J.P. Morgan Securities Llc
    Los Angeles, CA
Other Businesses

OBA-128627|OrgNmn:Financial Planning Review|Org Addr:Washington,District o,US|OBA Nature:FINANCIAL PLANNING REVIEW (FPR|Invst Rel:N|Title:Editorial Board Member|Duties:Editorial Board members handle two to four manuscripts per year, performing the following functions: ?Receive manuscript assignments from Ass|StrtDt:06-30-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
S65 Uniform Investment Adviser Law Examination 1997-04-07
S63 Uniform Securities Agent State Law Examination 1997-03-24
  • S66 Uniform Combined State Law Examination
    2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    1997-04-07
  • S63 Uniform Securities Agent State Law Examination
    1997-03-24
Designations

View on SEC IAPD

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor