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Marco Ramirez Garcia

Strategic Advisers LLC

Katy, TX

Houston, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Houston, TX • 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
Houston Community College Houston TX 06/2015 04/2018
First National Bank Texas (First Convenience Bank) Houston TX 08/2021 07/2024
Lotustech Pros Houston TX 04/2018 06/2018
University Of Houston-Downtown Houston TX 01/2019 08/2021
First National Bank Texas (First Convenience Bank) Houston TX 06/2018 01/2019
Fidelity Investments Philadelphia PA 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 04/2018
    Houston Community College
    Houston, TX
  • 08/2021 → 07/2024
    First National Bank Texas (First Convenience Bank)
    Houston, TX
  • 04/2018 → 06/2018
    Lotustech Pros
    Houston, TX
  • 01/2019 → 08/2021
    University Of Houston-Downtown
    Houston, TX
  • 06/2018 → 01/2019
    First National Bank Texas (First Convenience Bank)
    Houston, TX
  • 08/2024 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
    Katy, TX
Other Businesses

OBA-112191|OrgNmn:Uber/Lyft|Org Addr:Houston ,Texas,US|OBA Nature:Rideshare |Invst Rel:N|Title:Independent Contractor|Duties:Rideshare |StrtDt:02-01-24|TotHrs/mon:20|TrdHrs/mon:0|OBA-112204|OrgNmn:Consulting and Management LLC|Org Addr:Houston ,Texas,US|OBA Nature:Business consulting |Invst Rel:N|Title:Operations Manager |Duties:Manager |StrtDt:03-01-21|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
  • S66 Uniform Combined State Law Examination
    2024-12-11
Other Names
  • Marco Ramirez Garcia
  • Marco Ramirez
  • Marco Antonio Ramirezgarcia
  • Marco Antonio Ramirez Garcia

View on SEC IAPD

Other Firms

ENCOMPASS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
BLUE AI CAPITAL MANAGEMENT LLC

Other Investors

NATHAN EDWARD DAGLEY
THOMAS HOWARD PAYNE
SCOTT MICHAEL HANSEN
Derek Jay Sensenig
JASON WARREN CEYANES
DIDYA MERCEDES BIANCHI
JOHN LEE PESSARRA
Aaron Paul Langston

Other Offices

ENCOMPASS ADVISORY SERVICES, LLC · KATY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KATY, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
EDWARD JONES · Katy, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
AMERIPRISE FINANCIAL SERVICES, LLC · KATY, TX

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