Russell Dean Marsh

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
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Magnolia, TX • 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
Littleton Discount Liquor	Littleton	CO	05/2017	05/2020
Breakthru Beverage	Englewood	CO	10/2020	05/2021
Unemployed	Gunnison	CO	08/2016	05/2017
Unemployed	Englewood	CO	06/2020	09/2020
Unemployed	Englewood	CO	06/2021	09/2021
Fidelity	Englewood	CO	09/2021	Present
Western State University	Gunnison	CO	08/2016	05/2017
Fidelity Investments	Boston	MA	03/2025	Present

05/2017 → 05/2020

Littleton Discount Liquor

Littleton, CO
10/2020 → 05/2021

Breakthru Beverage

Englewood, CO
08/2016 → 05/2017

Unemployed

Gunnison, CO
06/2020 → 09/2020

Unemployed

Englewood, CO
06/2021 → 09/2021

Unemployed

Englewood, CO
09/2021 → Present

Fidelity

Englewood, CO
08/2016 → 05/2017

Western State University

Gunnison, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-02-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Spring, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-31
S63	Uniform Securities Agent State Law Examination	2022-07-20

S66 Uniform Combined State Law Examination

2024-01-31
S63 Uniform Securities Agent State Law Examination

2022-07-20

View on SEC IAPD

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