Mark Dunkley

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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