Mark E Greenfield

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Hingham, MA • United States

Hingham, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	08/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2011 → Present

Fidelity Investments

Merrimack, NH
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
2014-03-18 → 2018-07-13

Strategic Advisers Llc

Braintree, MA

Hingham, MA

Other Businesses

OBA-121048|OrgNmn:Tommy the Tugboat|Org Addr:boston,Massachuse,US|OBA Nature:Selling childrens Book|Invst Rel:N|Title:Principal |Duties:Distribute and sell book |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-04-22
S63	Uniform Securities Agent State Law Examination	2011-10-31

S65 Uniform Investment Adviser Law Examination

2013-04-22
S63 Uniform Securities Agent State Law Examination

2011-10-31

Other Names

Mark Edward Greenfield
Mark Greenfield

View on SEC IAPD

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