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Hector G Marcia

Strategic Advisers LLC

La Quinta, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-08
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-04-08
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

La Quinta, CA • 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 San Diego CA 11/2018 04/2021
Bank Of America San Marcos CA 08/2016 11/2018
Fidelity Investments San Diego CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 04/2021
    Td Ameritrade
    San Diego, CA
  • 08/2016 → 11/2018
    Bank Of America
    San Marcos, CA
  • 04/2021 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    La Quinta, CA
Other Businesses

OBA-62008|OrgNmn:HexsRoot|Org Addr:Temecula,California,US|OBA Nature:YouTube Channel that shows how|Invst Rel:N|Title:YouTuber|Duties:None - a hobby on my spare time away from work|StrtDt:08-21-21|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-12
S63 Uniform Securities Agent State Law Examination 2019-01-14
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2019-01-14
Other Names
  • Hector Gustavo Marcia

View on SEC IAPD

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