Mark Maldonado

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

175 East Altamonte Dr Ste 1000, Altamonte Springs, FL 32701-4346 • United States

Lake Mary, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Altamonte Springs	FL	07/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → Present

Fidelity Brokerage Services Llc

Altamonte Springs, FL
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Lake Mary, FL

Altamonte Springs, FL
2015-09-04 → 2018-07-13

Strategic Advisers Llc

Altamonte Springs, FL
2014-04-14 → 2015-07-16

Valic Financial Advisors, Inc.

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-10
S63	Uniform Securities Agent State Law Examination	1994-08-19

S66 Uniform Combined State Law Examination

2014-04-10
S63 Uniform Securities Agent State Law Examination

1994-08-19