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Mark Dunkley

Strategic Advisers LLC

New York City, NY

Bronx, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Bronx, NY • 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
Unemployed Bronx NY 07/2016 12/2016
Hsbc New York NY 12/2016 08/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2017 03/2018
Northwestern Mutual Investment Services Llc New York NY 08/2017 03/2018
Unemployed Bronx NY 03/2018 09/2018
Atlantic Energy New York NY 03/2019 04/2020
Curry Motor Cars Llc Scarsdale NY 09/2018 10/2018
Unemployed Bronx NY 10/2018 03/2019
Unemployed Brooklyn NY 04/2020 07/2020
Massmutual New York NY 07/2020 11/2021
Hays Talent Solution Brooklyn NY 11/2021 10/2022
Fidelity Investments New York City NY 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 12/2016
    Unemployed
    Bronx, NY
  • 12/2016 → 08/2017
    Hsbc
    New York, NY
  • 08/2017 → 03/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2017 → 03/2018
    Northwestern Mutual Investment Services Llc
    New York, NY
  • 03/2018 → 09/2018
    Unemployed
    Bronx, NY
  • 03/2019 → 04/2020
    Atlantic Energy
    New York, NY
  • 09/2018 → 10/2018
    Curry Motor Cars Llc
    Scarsdale, NY
  • 10/2018 → 03/2019
    Unemployed
    Bronx, NY
  • 04/2020 → 07/2020
    Unemployed
    Brooklyn, NY
  • 07/2020 → 11/2021
    Massmutual
    New York, NY
  • 11/2021 → 10/2022
    Hays Talent Solution
    Brooklyn, NY
  • 11/2022 → Present
    Fidelity Investments
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-21
S63 Uniform Securities Agent State Law Examination 2014-12-08
  • S66 Uniform Combined State Law Examination
    2023-09-21
  • S63 Uniform Securities Agent State Law Examination
    2014-12-08
Other Names
  • Mark S Dunkley
  • Mark Dunkley
  • Mark Dunkley
  • Mark St. Patrick Dunkley
  • Mark St P Dunkley
  • Mark Dunkley

View on SEC IAPD

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