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Geoffrey Randolph Marvin

Strategic Advisers LLC

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Portland, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Beaverton OR 01/2023 Present
Rosebud Media Medford OR 08/2021 05/2022
Deseret News Salt Lake City UT 01/2021 07/2021
American Self Storage Rexburg ID 01/2018 03/2020
Walch & Walch, A Law Corporation Pasadena CA 05/2016 09/2017
Brigham Young University - Idaho Rexburg ID 01/2016 04/2021
Unemployed Aloha OR 05/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Beaverton, OR
  • 08/2021 → 05/2022
    Rosebud Media
    Medford, OR
  • 01/2021 → 07/2021
    Deseret News
    Salt Lake City, UT
  • 01/2018 → 03/2020
    American Self Storage
    Rexburg, ID
  • 05/2016 → 09/2017
    Walch & Walch, A Law Corporation
    Pasadena, CA
  • 01/2016 → 04/2021
    Brigham Young University - Idaho
    Rexburg, ID
  • 05/2022 → 12/2022
    Unemployed
    Aloha, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beaverton, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-04
S66 Uniform Combined State Law Examination 2023-07-18
  • S63 Uniform Securities Agent State Law Examination
    2023-08-04
  • S66 Uniform Combined State Law Examination
    2023-07-18
Other Names
  • Geoff Marvin

View on SEC IAPD

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