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Marquis D Springer

Strategic Advisers LLC

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-24
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • SC RA
    APPROVED
    Since 2025-07-24
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Atlanta, GA • 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
Morgan Stanley Pasadena CA 07/2016 12/2019
Morgan Stanley Private Bank, N.A. Pasadena CA 11/2016 12/2019
Jp Morgan Securities, Llc Burbank CA 12/2019 05/2021
Jp Morgan Chase Bank, N.A. Burbank CA 12/2019 05/2021
Birthright Holding Company, Llc Altadena CA 03/2019 12/2020
Alcam Properties, Llc. Pasadena CA 01/2006 05/2021
Fidelity Brokerage Services, Llc Torrance CA 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 12/2019
    Morgan Stanley
    Pasadena, CA
  • 11/2016 → 12/2019
    Morgan Stanley Private Bank, N.A.
    Pasadena, CA
  • 12/2019 → 05/2021
    Jp Morgan Securities, Llc
    Burbank, CA
  • 12/2019 → 05/2021
    Jp Morgan Chase Bank, N.A.
    Burbank, CA
  • 03/2019 → 12/2020
    Birthright Holding Company, Llc
    Altadena, CA
  • 01/2006 → 05/2021
    Alcam Properties, Llc.
    Pasadena, CA
  • 05/2021 → Present
    Fidelity Brokerage Services, Llc
    Torrance, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Altadena, CA
  • 2019-12-18 → 2021-05-20
    J.P. Morgan Securities Llc
    Burbank, CA
    Burbank, CA
  • 2016-10-24 → 2019-12-09
    Morgan Stanley
    Pasadena, CA
Other Businesses

OBA-60053|OrgNmn:Alcam Properties|Org Addr:Pasaadena,California,US|OBA Nature:Own single family residences a|Invst Rel:Y|Title:Partner|Duties:Limited communications w/ property manager and vendors|StrtDt:06-10-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-108913|OrgNmn:Irrefutable Audio Inc|Org Addr:Altadena,California,US|OBA Nature:Music, Film, & Media Productio|Invst Rel:N|Title:Partner|Duties:Passive Partner|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-112972|OrgNmn:Uber/Lyft|Org Addr:Sandy Spri,Georgia,US|OBA Nature:Provide ride sharing services |Invst Rel:N|Title:Independent Contractor|Duties:Driver|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-112970|OrgNmn:Birthright Holding Company, LLC.|Org Addr:Sandy Spri,Georgia,US|OBA Nature:Property Holding Company|Invst Rel:Y|Title:Partner|Duties:Sourcing and purchasing properties|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-108900|OrgNmn:Project Stalemate|Org Addr:Altadena,California,US|OBA Nature:Music, Film, & Media Publishin|Invst Rel:N|Title:Partner|Duties:Passive Partner|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-02
S65 Uniform Investment Adviser Law Examination 2014-05-07
  • S66 Uniform Combined State Law Examination
    2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2014-05-07
Other Names
  • Marquis Darrelle Springer
  • Marquis Springer
  • Marquis D Springer
  • Marquis D. Springer

View on SEC IAPD

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