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Martin Rey Falcon

Strategic Advisers LLC

Surprise, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Surprise, AZ • 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
Charles Schwab & Co., Inc. Southlake TX 06/2017 12/2019
Usm, Inc., (An Emcor Company) Phoenix AZ 07/2013 03/2017
Charles Schwab Bank Southlake TX 08/2018 12/2019
Fidelity Brokerage Services Llc Westlake TX 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 12/2019
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 07/2013 → 03/2017
    Usm, Inc., (An Emcor Company)
    Phoenix, AZ
  • 08/2018 → 12/2019
    Charles Schwab Bank
    Southlake, TX
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-01-16 → 2019-12-12
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-16
  • S66 Uniform Combined State Law Examination
    2018-01-16
Other Names
  • Martin R Falcon
  • Martin Falcon

View on SEC IAPD

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