Marles Dawn Wyman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TN	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Nashville, TN • 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

Organization	City	State	From	To
American General Life	Houston	TX	08/2014	03/2022
Aig Capital Services, Inc.	Houston	TX	08/2014	03/2022
Fidelity Investments	Atlanta	GA	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2014 → 03/2022

American General Life

Houston, TX
08/2014 → 03/2022

Aig Capital Services, Inc.

Houston, TX
04/2022 → Present

Fidelity Investments

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Nashville, TN

Salt Lake City, UT

Other Businesses

OBA-94127|OrgNmn:World Bible Center|Org Addr:Buffalo,Wyoming,US|OBA Nature:Non-Profit 501(c)(3) Humanitar|Invst Rel:N|Title:Secretary|Duties:As secretary I will see that required notices are given in accordance with the ByLaws and perform duties incident to the office of secretary.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-08
S63	Uniform Securities Agent State Law Examination	2014-03-04

S66 Uniform Combined State Law Examination

2024-01-08
S63 Uniform Securities Agent State Law Examination

2014-03-04

View on SEC IAPD

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