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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Ponte Vedra, FL • 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
Fidelity Brokerage Services Llc Jacksonville FL 06/2017 Present
St. Paul Catholic School Riverside Jacksonville FL 08/2015 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 08/2015 → 06/2017
    St. Paul Catholic School Riverside
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-126007|OrgNmn:YMCA |Org Addr:Ponte Vedr,Florida,US|OBA Nature:YMCA |Invst Rel:N|Title:Employee|Duties:Coaching |StrtDt:01-10-26|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-16
S63 Uniform Securities Agent State Law Examination 2017-08-19
  • S66 Uniform Combined State Law Examination
    2018-11-16
  • S63 Uniform Securities Agent State Law Examination
    2017-08-19
Other Names
  • Martin Alvesta Baptiste
  • Martin Baptiste
  • Martin Alvesta Baptiste

View on SEC IAPD

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