Marcus Trotter

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
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Durham, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 Brokerage Services, Llc	Durham	NC	05/2016	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2016 → Present

Fidelity Brokerage Services, Llc

Durham, NC
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

Durham, NC

Durham, NC
2017-05-10 → 2018-07-13

Strategic Advisers Llc

Durham, NC

Other Businesses

OBA-119029|OrgNmn:CMMJ Restoration, LLC|Org Addr:Durham,North Caro,US|OBA Nature:Residential and Commercial Res|Invst Rel:N|Title:Member|Duties:Consulting on operations and work flow. Assisting in operational strategies for growth. |StrtDt:06-01-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-09

S66 Uniform Combined State Law Examination

2016-08-09

Other Names

Marcus Michael Trotter

View on SEC IAPD

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