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Derek Benjamin Martel

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 12/2018 Present
St Johns River State College Orange Park FL 06/2014 06/2017
Pellissippi State Community College Knoxville TN 01/2018 11/2018
Wam Health Technologies Isle Of Palms SC 01/2017 10/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 06/2014 → 06/2017
    St Johns River State College
    Orange Park, FL
  • 01/2018 → 11/2018
    Pellissippi State Community College
    Knoxville, TN
  • 01/2017 → 10/2017
    Wam Health Technologies
    Isle Of Palms, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2019-12-23
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • Derek Benjamin Martel
  • Derek Martel

View on SEC IAPD

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Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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