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Marc S. Flamer

Strategic Advisers LLC

The Woodlands, TX

Porter, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Porter, TX • 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
Unemployed Oak Park CA 11/2016 06/2017
Interface Children And Family Camarillo CA 08/2016 10/2016
Axa Advisors, Llc New York NY 06/2017 06/2020
Equitable Advisors, Llc New York NY 06/2017 07/2020
Fidelity Investments Burbank CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 06/2017
    Unemployed
    Oak Park, CA
  • 08/2016 → 10/2016
    Interface Children And Family
    Camarillo, CA
  • 06/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2017 → 07/2020
    Equitable Advisors, Llc
    New York, NY
  • 08/2020 → Present
    Fidelity Investments
    Burbank, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burbank, CA
  • 2020-06-22 → 2020-07-21
    Equitable Advisors, Llc
    Oak Park, CA
    Los Angeles, CA
    Woodland Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-19
S63 Uniform Securities Agent State Law Examination 2017-09-07
  • S65 Uniform Investment Adviser Law Examination
    2020-06-19
  • S63 Uniform Securities Agent State Law Examination
    2017-09-07
Other Names
  • Marc Samuel Flamer
  • Marc Flamer

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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