Mark J Mitchell

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
NV	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NV RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States

Reno, NV • 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	Reno	NV	01/2022	Present
Unemployed	Reno	NV	05/2021	01/2022
University Of Nevada Reno	Reno	NV	05/2015	05/2021
Fidelity Investments	Boston	MA	03/2025	Present

01/2022 → Present

Fidelity Investments

Reno, NV
05/2021 → 01/2022

Unemployed

Reno, NV
05/2015 → 05/2021

University Of Nevada Reno

Reno, NV
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Reno, NV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-03

S66 Uniform Combined State Law Examination

2022-12-03

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BENJAMIN F. EDWARDS & COMPANY, INC.

LPL FINANCIAL LLC

TREO VENTURES, LLC

ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ

ANGEL MARIE SANDOVAL

RYAN SCOTT GROSS

JAMES WARREN FRIEDLAN

SUNTALEE KOOZER

MITCHELL J MOUNTAIN

Alexander Mallett

Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV

EDWARD JONES · RENO, NV

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV

LPL FINANCIAL LLC · RENO, NV

GW FINANCIAL · RENO, NV

TREO VENTURES, LLC · RENO, NV

ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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