Michael Marquez

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Tucson, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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

Organization	City	State	From	To
Massmutual Life Insurance Company	Tucson	AZ	07/2019	12/2022
Mml Investors Services Llc	Tucson	AZ	06/2020	12/2022
Iq Fresh	Tucson	AZ	08/2015	12/2018
Banana Republic	Tucson	AZ	01/2018	06/2020
University Of Arizona	Tucson	AZ	08/2015	12/2019
Principal Securities Inc	Tucson	AZ	06/2017	08/2017
Fidelity Investments	Tucson	AZ	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2019 → 12/2022

Massmutual Life Insurance Company

Tucson, AZ
06/2020 → 12/2022

Mml Investors Services Llc

Tucson, AZ
08/2015 → 12/2018

Iq Fresh

Tucson, AZ
01/2018 → 06/2020

Banana Republic

Tucson, AZ
08/2015 → 12/2019

University Of Arizona

Tucson, AZ
06/2017 → 08/2017

Principal Securities Inc

Tucson, AZ
01/2023 → Present

Fidelity Investments

Tucson, AZ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-02-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tucson, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-16

S66 Uniform Combined State Law Examination

2022-11-16

Other Names

Michael Edward Marquez
Mikey Marquez
Michael Marquez

View on SEC IAPD

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