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Mark James Delbalzo

Strategic Advisers LLC

Sandy, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Sandy, UT • 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
Us Tech Solutions Jersey City NJ 05/2021 08/2021
Wells Fargo Clearing Services Llc Salt Lake City UT 05/2021 08/2021
Skis On The Run Park City UT 12/2019 04/2021
Lendio Lehi UT 05/2020 07/2020
Trinity-Pawling Pawling NY 05/2019 11/2019
Mcenroe Organic Farm Millerton NY 05/2016 06/2018
Town Of Pawling Pawling NY 05/2014 08/2019
Thunder Ridge Ski Area Patterson NY 12/2013 02/2019
Fidelity Brokerage Services Llc Salt Lake City UT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    Us Tech Solutions
    Jersey City, NJ
  • 05/2021 → 08/2021
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 12/2019 → 04/2021
    Skis On The Run
    Park City, UT
  • 05/2020 → 07/2020
    Lendio
    Lehi, UT
  • 05/2019 → 11/2019
    Trinity-Pawling
    Pawling, NY
  • 05/2016 → 06/2018
    Mcenroe Organic Farm
    Millerton, NY
  • 05/2014 → 08/2019
    Town Of Pawling
    Pawling, NY
  • 12/2013 → 02/2019
    Thunder Ridge Ski Area
    Patterson, NY
  • 09/2021 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-16
  • S66 Uniform Combined State Law Examination
    2021-11-16
Other Names
  • Mark Delbalzo
  • Mark J Delbalzo
  • Mark J Delbalzo

View on SEC IAPD

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