Marcus Joseph Sarnecki

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
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Milford, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Mutual Of America Life Insurance Company	Florence	KY	09/2015	05/2019
Mutual Of America Securities Llc	Florence	KY	09/2015	04/2017
Fidelity Brokerage Services Llc	Covington	KY	07/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2015 → 05/2019

Mutual Of America Life Insurance Company

Florence, KY
09/2015 → 04/2017

Mutual Of America Securities Llc

Florence, KY
07/2019 → Present

Fidelity Brokerage Services Llc

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-10-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-27
S63	Uniform Securities Agent State Law Examination	2017-05-22

S66 Uniform Combined State Law Examination

2019-09-27
S63 Uniform Securities Agent State Law Examination

2017-05-22

Other Names

Marcus Sarnecki
Marcus Joseph Sarnecki
Joey Sarnecki
Marcus Joey Sarnecki
Marcus Joseph Sarnecki

View on SEC IAPD

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