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Marta Solis

Strategic Advisers LLC

Sacramento, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sacramento, CA • 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
Jp Morgan Chase Bank Elk Grove CA 04/2019 07/2020
Golden State Overnight Rancho Cordova CA 11/2015 04/2019
Csu Sacramento Sacramento CA 08/2015 12/2019
Equitable Advisors Llc Folsom CA 08/2020 09/2021
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 07/2020
    Jp Morgan Chase Bank
    Elk Grove, CA
  • 11/2015 → 04/2019
    Golden State Overnight
    Rancho Cordova, CA
  • 08/2015 → 12/2019
    Csu Sacramento
    Sacramento, CA
  • 08/2020 → 09/2021
    Equitable Advisors Llc
    Folsom, CA
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-01-27 → 2021-10-04
    Equitable Advisors, Llc
    San Francisco, CA
    Folsom, CA
Other Businesses

OBA-124815|OrgNmn:Valensol Cafe|Org Addr:Sacramento,California,US|OBA Nature:Selling coffee from my home.|Invst Rel:N|Title:Sole Proprietor|Duties:Preparing coffee inside my home and handing to customers via curbside pickup|StrtDt:11-15-25|TotHrs/mon:48|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
  • S66 Uniform Combined State Law Examination
    2020-12-21
Other Names
  • Marta Solis
  • Marta Yesenya Pamela Solis

View on SEC IAPD

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