Marcus R Sarzalejo

Strategic Advisers LLC

Maple Valley, WA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
UT	RA	APPROVED	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Maple Valley, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • 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 No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Salt Lake City	UT	12/2007	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2007 → Present

Fidelity Brokerage Services, Llc

Salt Lake City, UT
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

Maple Valley, WA

Bellevue, WA
2009-04-22 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Albuquerque, NM

Bellevue, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-21
S63	Uniform Securities Agent State Law Examination	2008-02-25

S66 Uniform Combined State Law Examination

2009-04-21
S63 Uniform Securities Agent State Law Examination

2008-02-25

Other Names

Marcos Rafael Sarzalejo
Marcus Sarzalejo
Marcus Rafael Sarzalejo

View on SEC IAPD

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