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Mark David Nalbandian

Strategic Advisers LLC

Shrewsbury, MA

Millis, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Millis, MA • 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
Pioneer Investment Management, Inc. Boston MA 02/2016 06/2017
Unemployed Westwood MA 07/2017 10/2017
Beaumont Financial Partners, Llc Needham MA 11/2017 02/2023
Fidelity Investments Shrewsbury MA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 06/2017
    Pioneer Investment Management, Inc.
    Boston, MA
  • 07/2017 → 10/2017
    Unemployed
    Westwood, MA
  • 11/2017 → 02/2023
    Beaumont Financial Partners, Llc
    Needham, MA
  • 02/2023 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
    Millis, MA
  • 2018-02-27 → 2019-12-31
    Beaumont Financial Partners Llc
    Needham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-04
S65 Uniform Investment Adviser Law Examination 2018-02-13
S63 Uniform Securities Agent State Law Examination 2005-09-27
  • S66 Uniform Combined State Law Examination
    2023-10-04
  • S65 Uniform Investment Adviser Law Examination
    2018-02-13
  • S63 Uniform Securities Agent State Law Examination
    2005-09-27
Other Names
  • Mark David Nalbandian
  • Mark Nalbandian

View on SEC IAPD

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FREDERIK OTTE
ROBERT ANDREW EARLY

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA
KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
J.P. MORGAN SECURITIES LLC · Westborough, MA
MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA
EDWARD JONES · NORTHBOROUGH, MA
MAYFLOWER ADVISORS · Westboro, MA

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