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Bradley Alan Marshall

Strategic Advisers LLC

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Atlanta, GA • 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 Tysons Corner VA 01/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2007 → Present
    Fidelity Brokerage Services Llc
    Tysons Corner, VA
  • 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
    Covington, KY
    Atlanta, GA
  • 2008-04-08 → 2018-07-13
    Strategic Advisers Llc
    Tysons Corner, VA
    Atlanta, GA
    Jacksonville, FL
    Atlanta, GA
    Atlanta, GA
  • 2006-06-06 → 2006-12-31
    T. Rowe Price Advisory Services, Inc.
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-22
S63 Uniform Securities Agent State Law Examination 2005-06-13
  • S66 Uniform Combined State Law Examination
    2005-12-22
  • S63 Uniform Securities Agent State Law Examination
    2005-06-13

View on SEC IAPD

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