Best Investors Account Sign in

Mark Bassett

Strategic Advisers LLC

Cocoa, FL

CRD 5899265

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-17
TX RA APPROVED_RES 2026-04-22
  • FL RA
    APPROVED
    Since 2026-06-17
  • TX RA
    APPROVED_RES
    Since 2026-04-22

Branch Locations

Cocoa, FL • 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
Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc Oxnard CA 01/2012 01/2017
Td Ameritrade Encino CA 02/2017 01/2021
Edward Jones St. Louis MO 01/2021 02/2022
Bank Of America Virginia Beach VA 02/2022 06/2022
Unemployed Kill Devil Hills NC 06/2025 01/2026
Wells Fargo Bank, Na Kill Devil Hills NC 02/2024 06/2025
Unemployed Kill Devil Hills NC 07/2022 01/2024
Fidelity Investments Tallahassee FL 02/2026 Present
  • 01/2012 → 01/2017
    Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc
    Oxnard, CA
  • 02/2017 → 01/2021
    Td Ameritrade
    Encino, CA
  • 01/2021 → 02/2022
    Edward Jones
    St. Louis, MO
  • 02/2022 → 06/2022
    Bank Of America
    Virginia Beach, VA
  • 06/2025 → 01/2026
    Unemployed
    Kill Devil Hills, NC
  • 02/2024 → 06/2025
    Wells Fargo Bank, Na
    Kill Devil Hills, NC
  • 07/2022 → 01/2024
    Unemployed
    Kill Devil Hills, NC
  • 02/2026 → Present
    Fidelity Investments
    Tallahassee, FL
Previous Registrations
  • 2024-03-07 → 2025-05-20
    Wells Fargo Clearing Services, Llc
    Kill Devil Hills, NC
    Wilmington, NC
    Southern Shores, NC
  • 2022-05-19 → 2022-06-17
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Greenville, SC
    Suffolk, VA
    Suffolk, VA
    Virginia Beach, VA
    Acworth, GA
    Wilmington, NC
    Suffolk, VA
  • 2021-01-15 → 2022-02-23
    Edward Jones
    Oxnard, CA
  • 2017-03-09 → 2021-01-11
    Td Ameritrade, Inc.
    Encino, CA
  • 2017-03-09 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Encino, CA
  • 2012-02-17 → 2017-02-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rancho Cucamonga, CA
    Rancho Cucamonga, CA
    New York, NY
    Rancho Cucamonga, CA
    Agoura, CA
    Westlake Village, CA
    Alta Loma, CA
    Port Hueneme, CA
    Santa Paula, CA
    Oxnard, CA
    Ojai, CA
    Santa Barbara, CA
    Oxnard, CA
  • 2011-10-04 → 2012-02-08
    Morgan Stanley
    Oxnard, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-03
  • S66 Uniform Combined State Law Examination
    2011-10-03
Other Names
  • Mark Bassett
  • Mark Stephan Bassett
  • Mark S Bassett
  • Markbassett Markbassett

View on SEC IAPD

More in Cocoa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor