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Mark Schweitzer

Strategic Advisers LLC

Saint Johns, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Saint Johns, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 06/2007 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
S63 Uniform Securities Agent State Law Examination 2007-11-02
  • S66 Uniform Combined State Law Examination
    2021-11-15
  • S63 Uniform Securities Agent State Law Examination
    2007-11-02
Other Names
  • Mark Schweitzer
  • Mark Jeffrey Schweitzer

View on SEC IAPD

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