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Marcia Gayle Upton

Strategic Advisers LLC

Greenville, DE

Oxford, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Oxford, PA • 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
Unemployed North East MD 01/2019 05/2019
Verizon Trevose PA 07/2006 01/2019
Thrivent Investment Management Inc Oxford PA 05/2019 01/2023
Thrivent Financial Appleton WI 06/2019 10/2019
Thrivent Financial Appleton WI 10/2019 01/2023
Fidelity Investments Greenville DE 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 05/2019
    Unemployed
    North East, MD
  • 07/2006 → 01/2019
    Verizon
    Trevose, PA
  • 05/2019 → 01/2023
    Thrivent Investment Management Inc
    Oxford, PA
  • 06/2019 → 10/2019
    Thrivent Financial
    Appleton, WI
  • 10/2019 → 01/2023
    Thrivent Financial
    Appleton, WI
  • 01/2023 → Present
    Fidelity Investments
    Greenville, DE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-30
S63 Uniform Securities Agent State Law Examination 2019-08-12
  • S66 Uniform Combined State Law Examination
    2020-07-30
  • S63 Uniform Securities Agent State Law Examination
    2019-08-12
Other Names
  • Marcia Gayle Clymer

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

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David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

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