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April Martin

Strategic Advisers LLC

Matthews, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Matthews, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 08/2016 10/2018
Extended Travel Piscataway NJ 10/2018 05/2019
Wells Fargo Clearing Services, Llc Charlotte, NC 04/2019 09/2021
Homemaker Charlotte NC 09/2021 01/2022
Fidelity Investments Charlotte NC 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-22
  • S66 Uniform Combined State Law Examination
    2018-08-22
Other Names
  • April T Malcolm
  • April Tansy Malcolm
  • April Malcolm

View on SEC IAPD

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