David R Martin

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Coventry, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pruco Securities, Llc	Warwick	RI	08/2018	02/2020
Walgreens	Deerfield	IL	05/2002	05/2018
Stop&Shop	Cranston	RI	10/2018	07/2021
The Prudential Insurance Company Of America	Warwick	RI	01/2019	02/2020
Fidelity Investments	Smithfield	RI	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2018 → 02/2020

Pruco Securities, Llc

Warwick, RI
05/2002 → 05/2018

Walgreens

Deerfield, IL
10/2018 → 07/2021

Stop&Shop

Cranston, RI
01/2019 → 02/2020

The Prudential Insurance Company Of America

Warwick, RI
07/2021 → Present

Fidelity Investments

Smithfield, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-28
S63	Uniform Securities Agent State Law Examination	2018-11-26

S66 Uniform Combined State Law Examination

2022-01-28
S63 Uniform Securities Agent State Law Examination

2018-11-26

Other Names

Dave R Martin
David Martin

View on SEC IAPD