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Michelle Rose Martin

Strategic Advisers LLC

Yorkville, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-16
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-16
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Yorkville, IL • 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
Axa-Advisors, Llc New York NY 09/2014 02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 03/2017 03/2021
Bank Of America, N.A. Las Vegas NV 03/2017 03/2021
Oneamerica Securities Lisle IL 06/2021 07/2022
Midwest Legacy Llc Lisle IL 06/2021 07/2022
Unemployed Chicago IL 04/2021 05/2021
American United Life Lisle IL 03/2022 07/2022
Fidelity Investments Aurora IL 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 02/2017
    Axa-Advisors, Llc
    New York, NY
  • 03/2017 → 03/2021
    Las Vegas, NV
  • 03/2017 → 03/2021
    Bank Of America, N.A.
    Las Vegas, NV
  • 06/2021 → 07/2022
    Oneamerica Securities
    Lisle, IL
  • 06/2021 → 07/2022
    Midwest Legacy Llc
    Lisle, IL
  • 04/2021 → 05/2021
    Unemployed
    Chicago, IL
  • 03/2022 → 07/2022
    American United Life
    Lisle, IL
  • 09/2022 → Present
    Fidelity Investments
    Aurora, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-07
S63 Uniform Securities Agent State Law Examination 2014-10-16
  • S66 Uniform Combined State Law Examination
    2018-12-07
  • S63 Uniform Securities Agent State Law Examination
    2014-10-16
Other Names
  • Michelle Mendoza
  • Michelle Rose Mendoza
  • Michelle R Martin
  • Michelle Rose Martin

View on SEC IAPD

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