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Mark Rosenkranz

Strategic Advisers LLC

St. Louis, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

St. Louis, MO • 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 Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services Llc St Louis MO 06/2018 05/2021
Unemployed St Louis MO 01/2016 09/2016
First Clearing Llc St Louis MO 09/2016 06/2018
Citigroup O'FAllon MO 05/2021 03/2024
Fidelity Invesments Westlake TX 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 05/2021
    Wells Fargo Clearing Services Llc
    St Louis, MO
  • 01/2016 → 09/2016
    Unemployed
    St Louis, MO
  • 09/2016 → 06/2018
    First Clearing Llc
    St Louis, MO
  • 05/2021 → 03/2024
    Citigroup
    O'FAllon, MO
  • 05/2024 → Present
    Fidelity Invesments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-31
S63 Uniform Securities Agent State Law Examination 2009-05-20
  • S66 Uniform Combined State Law Examination
    2018-08-31
  • S63 Uniform Securities Agent State Law Examination
    2009-05-20
Other Names
  • Mark David Rosenkranz
  • Mark Rosenkranz

View on SEC IAPD

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