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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Gaithersburg, MD • 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
University Of Maryland University College Adelphi MD 04/2013 09/2017
Scottrade, Inc. Bethesda MD 03/2017 05/2017
H. Beck, Inc. Bethesda MD 10/2017 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 03/2020 03/2022
Bank Of America, N.A. North Bethesda MD 04/2020 03/2022
Finra Rockville MD 03/2022 08/2022
Unemployed Gaithersburg MD 08/2022 12/2022
Fidelity Investments, Llc Gaithersburg MD 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → 09/2017
    University Of Maryland University College
    Adelphi, MD
  • 03/2017 → 05/2017
    Scottrade, Inc.
    Bethesda, MD
  • 10/2017 → 03/2020
    H. Beck, Inc.
    Bethesda, MD
  • 03/2020 → 03/2022
    North Bethesda, MD
  • 04/2020 → 03/2022
    Bank Of America, N.A.
    North Bethesda, MD
  • 03/2022 → 08/2022
    Finra
    Rockville, MD
  • 08/2022 → 12/2022
    Unemployed
    Gaithersburg, MD
  • 12/2022 → Present
    Fidelity Investments, Llc
    Gaithersburg, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gaithersburg, MD
  • 2020-04-08 → 2022-03-09
    North Bethesda, MD
    New York, NY
  • 2019-07-09 → 2020-03-05
    Grove Point Investments, Llc
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2019-07-08
Other Names
  • Martin Christopher Depetris
  • Martin Depetris

View on SEC IAPD

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