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Marcus D. Gowdy

Strategic Advisers LLC

Troy, MI

Bloomfield Hills, MI

Bloomfield Hills, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Troy, MI • United States

Bloomfield Hills, MI • United States

Bloomfield Hills, MI • 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
Fidelity Brokerage Services Llc Ann Arbor MI 06/2012 02/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2020
Fisher Investments Camas WA 02/2020 05/2020
Fidelity Brokerage Services Troy MI 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 02/2020
    Fidelity Brokerage Services Llc
    Ann Arbor, MI
  • 07/2018 → 02/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2020 → 05/2020
    Fisher Investments
    Camas, WA
  • 05/2020 → Present
    Fidelity Brokerage Services
    Troy, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
    Birmingham, MI
  • 2020-02-05 → 2020-05-21
    Fisher Investments
    Novi, MI
    Plano, TX
  • 2018-07-13 → 2020-02-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2013-09-16 → 2018-07-13
    Strategic Advisers Llc
    Novi, MI
Other Businesses

OBA-15152|OrgNmn:Gowdy Holdings LLC|Org Addr:Novi,Michigan,US|OBA Nature:Residential Rental Properties|Invst Rel:Y|Title:Member|Duties:Passive|StrtDt:11-01-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-15153|OrgNmn:Teestimony, LLC|Org Addr:Novi,Michigan,US|OBA Nature:Online Tee-Shirt Sales|Invst Rel:N|Title:Member|Duties:Passive|StrtDt:05-01-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-17
S63 Uniform Securities Agent State Law Examination 2011-08-22
  • S66 Uniform Combined State Law Examination
    2013-08-17
  • S63 Uniform Securities Agent State Law Examination
    2011-08-22
Other Names
  • Marcus Gowdy
  • Marcus Deangelo Gowdy

View on SEC IAPD

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