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Kurt John Martin

Strategic Advisers LLC

Merrimack, NH

Chelsea, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Chelsea, MA • 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
Toscana Peabody MA 05/2018 09/2018
Fisher Agencies Billerica MA 06/2019 09/2019
Student North Andover MA 09/2019 05/2020
Student North Andover MA 08/2016 06/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 12/2020
Northwestern Mutual Investment Services Llc Woburn MA 06/2020 12/2020
Heyland Development Saugus MA 06/2017 09/2017
Student North Andover MA 09/2017 05/2018
Student North Andover MA 09/2018 05/2019
Unemployed Saugus MA 12/2020 12/2021
Fidelity Investments Merrimack NH 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 09/2018
    Toscana
    Peabody, MA
  • 06/2019 → 09/2019
    Fisher Agencies
    Billerica, MA
  • 09/2019 → 05/2020
    Student
    North Andover, MA
  • 08/2016 → 06/2017
    Student
    North Andover, MA
  • 06/2020 → 12/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2020 → 12/2020
    Northwestern Mutual Investment Services Llc
    Woburn, MA
  • 06/2017 → 09/2017
    Heyland Development
    Saugus, MA
  • 09/2017 → 05/2018
    Student
    North Andover, MA
  • 09/2018 → 05/2019
    Student
    North Andover, MA
  • 12/2020 → 12/2021
    Unemployed
    Saugus, MA
  • 12/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-131130|OrgNmn:DoorDash|Org Addr:Chelsea,Massachuse,US|OBA Nature:Deliver products/food to peopl|Invst Rel:N|Title:Independent Contractor|Duties:Provide food services and products to customers|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
S63 Uniform Securities Agent State Law Examination 2022-10-10
  • S66 Uniform Combined State Law Examination
    2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2022-10-10
Other Names
  • Kurt John Martin

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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