Best Investors Account Sign in

Arturo Martinez-Vargas

Strategic Advisers LLC

San Diego, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Diego, CA • 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
Scottrade, Inc. Tampa FL 10/2006 02/2019
Td Ameritrade, Inc. Omaha NE 02/2018 02/2019
Cuso Financial Services, Lp San Diego CA 02/2019 06/2021
Fidelity Investments Vista CA 03/2022 Present
Unemployed Vista CA 06/2021 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2006 → 02/2019
    Scottrade, Inc.
    Tampa, FL
  • 02/2018 → 02/2019
    Td Ameritrade, Inc.
    Omaha, NE
  • 02/2019 → 06/2021
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2022 → Present
    Fidelity Investments
    Vista, CA
  • 06/2021 → 03/2022
    Unemployed
    Vista, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2019-02-04 → 2021-06-04
    Cuso Financial Services, L.P.
    San Diego, CA
  • 2018-03-13 → 2018-10-23
    Td Ameritrade, Inc.
    Omaha, NE
    Carlsbad, CA
    St. Louis, MO
  • 2018-03-13 → 2018-10-23
    Td Ameritrade Investment Management, Llc
    Carlsbad, CA
  • 2017-06-19 → 2018-03-13
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-19
S63 Uniform Securities Agent State Law Examination 2009-06-05
  • S66 Uniform Combined State Law Examination
    2017-06-19
  • S63 Uniform Securities Agent State Law Examination
    2009-06-05
Other Names
  • Arturo F Martinez-Vargas
  • Arturo F Martinez Vargas
  • Arturo Felipe Martinez Vargas
  • Arturo Martinez-Vargas
  • Arturo Felipe Martinez-Vargas

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor