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Brandon Martin

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-01
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, NC • 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
Mondelez International Rochester NY 04/2020 04/2021
Fidelity Investments Rochester NY 06/2021 Present
Oyo Hotels Rochester NY 11/2019 04/2020
Livetiles Rochester NY 05/2019 11/2019
Joma Co. Wichita KS 05/2014 04/2017
Full Time Student Athlete Wichita KS 04/2017 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 04/2021
    Mondelez International
    Rochester, NY
  • 06/2021 → Present
    Fidelity Investments
    Rochester, NY
  • 11/2019 → 04/2020
    Oyo Hotels
    Rochester, NY
  • 05/2019 → 11/2019
    Livetiles
    Rochester, NY
  • 05/2014 → 04/2017
    Joma Co.
    Wichita, KS
  • 04/2017 → 05/2019
    Full Time Student Athlete
    Wichita, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2021-10-22
Other Names
  • Brandon Charles Martin
  • Brandon Martin

View on SEC IAPD

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PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

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