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Marc Steinberg

Strategic Advisers LLC

Walnut Creek, CA

Walnut Creek, CA

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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Walnut Creek, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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
Td Ameritrade, Inc. San Rafael CA 02/2011 05/2018
Fidelity Brokerage Services Llc Walnut Creek CA 05/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2011 → 05/2018
    Td Ameritrade, Inc.
    San Rafael, CA
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Walnut Creek, CA
  • 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
    Walnut Creek, CA
    Walnut Creek, CA
  • 2018-05-18 → 2018-07-13
    Strategic Advisers Llc
    Walnut Creek, CA
  • 2011-03-10 → 2018-05-09
    Td Ameritrade, Inc.
    Corte Madera, CA
    San Francisco, CA
  • 2011-03-10 → 2018-05-09
    Td Ameritrade Investment Management, Llc
    San Rafael, CA
    San Francisco, CA
  • 2009-10-23 → 2011-02-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tarzana, CA
    San Francisco, CA
    Berkely, CA
    San Francisco, CA
  • 2008-06-20 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Walnut Creek, CA
    San Francisco, CA
  • 2007-11-19 → 2008-01-15
    Wells Fargo Investments, Llc
    Berkeley, CA
    Oakland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-16
  • S66 Uniform Combined State Law Examination
    2007-11-16
Other Names
  • Marc Everett Steinberg

View on SEC IAPD

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