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Richard Charles Martin

Strategic Advisers LLC

Trumbull, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Trumbull, CT • 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
Massmutual Life Insurance Company Farmington CT 03/2010 12/2016
Mml Investors Services Llc Enfield CT 02/2011 12/2016
Saybrus Equity Services Hartford CT 01/2017 08/2018
Saybrus Partners Hartford CT 01/2017 08/2018
New York Life Insurance Company Dallas TX 10/2018 05/2021
Nylife Securities Llc Dallas TX 12/2018 05/2021
Unemployed West Hartford CT 08/2018 10/2018
Nylife Distributors Llc Addison TX 05/2021 04/2023
Fidelity Investments Merrimack NH 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2010 → 12/2016
    Massmutual Life Insurance Company
    Farmington, CT
  • 02/2011 → 12/2016
    Mml Investors Services Llc
    Enfield, CT
  • 01/2017 → 08/2018
    Saybrus Equity Services
    Hartford, CT
  • 01/2017 → 08/2018
    Saybrus Partners
    Hartford, CT
  • 10/2018 → 05/2021
    New York Life Insurance Company
    Dallas, TX
  • 12/2018 → 05/2021
    Nylife Securities Llc
    Dallas, TX
  • 08/2018 → 10/2018
    Unemployed
    West Hartford, CT
  • 05/2021 → 04/2023
    Nylife Distributors Llc
    Addison, TX
  • 05/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-16
S63 Uniform Securities Agent State Law Examination 1996-05-21
  • S65 Uniform Investment Adviser Law Examination
    2009-06-16
  • S63 Uniform Securities Agent State Law Examination
    1996-05-21
Designations
Other Names
  • Richard Charles Martinez
  • Richard Martin

View on SEC IAPD

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