Best Investors Account Sign in

Robert Marks

Strategic Advisers LLC

New City, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

New City, NY • 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
Foresters Financial Services New York NY 06/2016 05/2017
Jpmorgan Chase Bank, N.A. Bronx NY 12/2018 08/2021
J.P. Morgan Securities Llc Bronx NY 12/2018 08/2021
Td Bank New York NY 05/2017 11/2018
J.P. Morgan Securities, Llc Bronx NY 08/2021 04/2022
Jpmorgan Chase Bank, N.A. Bronx NY 08/2021 04/2022
Fidelity Investments Bronx NY 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 05/2017
    Foresters Financial Services
    New York, NY
  • 12/2018 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Bronx, NY
  • 12/2018 → 08/2021
    J.P. Morgan Securities Llc
    Bronx, NY
  • 05/2017 → 11/2018
    Td Bank
    New York, NY
  • 08/2021 → 04/2022
    J.P. Morgan Securities, Llc
    Bronx, NY
  • 08/2021 → 04/2022
    Jpmorgan Chase Bank, N.A.
    Bronx, NY
  • 04/2022 → Present
    Fidelity Investments
    Bronx, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bronx, NY
  • 2021-10-07 → 2022-03-31
    J.P. Morgan Securities Llc
    Bronx, NY
    Bronx, NY
    Bronx, NY
    Bronx, NY
    Bronx, NY
Other Businesses

OBA-67779|OrgNmn:RMT Student Rentals LLC|Org Addr:Bronx,New York,US|OBA Nature:LLC owns student housing renta|Invst Rel:Y|Title:Partner|Duties:oversee operations related to operation of the investment properties. There is a maintenance team that helps with daily operations/issues of |StrtDt:08-07-20|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
S63 Uniform Securities Agent State Law Examination 2016-08-15
  • S66 Uniform Combined State Law Examination
    2021-08-06
  • S63 Uniform Securities Agent State Law Examination
    2016-08-15
Other Names
  • Robert Scott Marks
  • Robert S Marks

View on SEC IAPD

More in New City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor