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Marissa J. Ortega

Strategic Advisers LLC

Los Lunas, NM

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Los Lunas, NM • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Eye Care Belen NM 02/2016 08/2017
Fidelity Investments Albuquerque NM 08/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 08/2017
    Total Eye Care
    Belen, NM
  • 08/2017 → Present
    Fidelity Investments
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-23
S63 Uniform Securities Agent State Law Examination 2019-08-16
  • S66 Uniform Combined State Law Examination
    2022-05-23
  • S63 Uniform Securities Agent State Law Examination
    2019-08-16
Other Names
  • Marissa Juliette Ortega
  • Marissa Ortega

View on SEC IAPD

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