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David Marquez

Strategic Advisers LLC

Reno, NV

Sparks, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-07-07
TX RA APPROVED 2025-07-03
  • NV RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-03

Branch Locations

5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States

Sparks, NV • 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 Investments Reno NV 02/2025 Present
Ontrac Reno NV 11/2018 07/2020
Zions Bancorporation National Association Reno NV 11/2023 02/2025
Candle Science Inc Sparks NV 07/2020 08/2022
Save Mart Supermarkets Sparks NV 05/2014 11/2018
Wells Fargo Bank Reno NV 08/2022 10/2023
  • 02/2025 → Present
    Fidelity Investments
    Reno, NV
  • 11/2018 → 07/2020
    Ontrac
    Reno, NV
  • 11/2023 → 02/2025
    Zions Bancorporation National Association
    Reno, NV
  • 07/2020 → 08/2022
    Candle Science Inc
    Sparks, NV
  • 05/2014 → 11/2018
    Save Mart Supermarkets
    Sparks, NV
  • 08/2022 → 10/2023
    Wells Fargo Bank
    Reno, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
  • S66 Uniform Combined State Law Examination
    2025-06-26
Other Names
  • David Marquez
  • David Lee Marquez

View on SEC IAPD

Other Firms

MORGAN STANLEY
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
LPL FINANCIAL LLC
GW FINANCIAL
TREO VENTURES, LLC
ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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