Brandon S Martin

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
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Naples, FL • 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
Eaw Llc	Cincinnati	OH	05/2017	04/2018
Us Bank	Fort Wright	KY	08/2016	12/2016
Unemployment	N/A	OH	12/2016	05/2017
Fidelity Brokerage Services Llc	Covington	KY	05/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2017 → 04/2018

Eaw Llc

Cincinnati, OH
08/2016 → 12/2016

Us Bank

Fort Wright, KY
12/2016 → 05/2017

Unemployment

N/A, OH
05/2018 → Present

Fidelity Brokerage Services Llc

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Naples, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-29
S63	Uniform Securities Agent State Law Examination	2018-07-07

S66 Uniform Combined State Law Examination

2019-08-29
S63 Uniform Securities Agent State Law Examination

2018-07-07

Other Names

Brandon Scott Martin
Brandon Martin

View on SEC IAPD

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