Mark Frey

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Brick, NJ • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	02/2021	10/2021
Navigator Business Advisors	Brick	NJ	09/2016	09/2019
Icims	Holmdel	NJ	05/2018	04/2020
Unemployed	Brick	NJ	04/2020	02/2021
Unemployed	Brick	NJ	12/2015	09/2016
Fidelity Investments	Merrimack	NH	11/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2021 → 10/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2016 → 09/2019

Navigator Business Advisors

Brick, NJ
05/2018 → 04/2020

Icims

Holmdel, NJ
04/2020 → 02/2021

Unemployed

Brick, NJ
12/2015 → 09/2016

Unemployed

Brick, NJ
11/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-03-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Brick, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-04
S63	Uniform Securities Agent State Law Examination	2021-09-30

S66 Uniform Combined State Law Examination

2022-03-04
S63 Uniform Securities Agent State Law Examination

2021-09-30

Other Names

Mark Daniel Frey
Mark Frey

View on SEC IAPD

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