Jeffrey Marinelli

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
TX	RA	APPROVED_RES	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Seattle, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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
Fidelity Investments	Seattle	WA	03/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2010 → Present

Fidelity Investments

Seattle, WA
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

Seattle, WA

Seattle, WA
2011-02-09 → 2018-07-13

Strategic Advisers Llc

Seattle, WA

Other Businesses

OBA-7200|OrgNmn:515 1st ave. West- Home Owners Association|Org Addr:Seattle,Washington,US|OBA Nature:Home Owners Association for my|Invst Rel:N|Title:"Treasurer"|Duties:Treasurer for board meetings and condo association|StrtDt:11-17-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-08
S63	Uniform Securities Agent State Law Examination	2010-08-12

S66 Uniform Combined State Law Examination

2011-02-08
S63 Uniform Securities Agent State Law Examination

2010-08-12

Designations

Other Names

Jeffrey Lee Marinelli

View on SEC IAPD

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