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Gweneth M. Marter

Strategic Advisers LLC

Broomfield, CO

Louisville, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Louisville, CO • 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
Scripps College Claremont CA 08/2013 05/2017
The Vanguard Group, Inc. Scottsdale AZ 07/2017 04/2022
The Vanguard Group, Inc. Malvern PA 04/2022 03/2024
Fidelity Investments Broomfield CO 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Scripps College
    Claremont, CA
  • 07/2017 → 04/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2022 → 03/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 04/2024 → Present
    Fidelity Investments
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
  • 2019-10-01 → 2024-03-22
    Vanguard Advisers, Inc.
    Scottsdale, AZ
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-06
S63 Uniform Securities Agent State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2019-09-06
  • S63 Uniform Securities Agent State Law Examination
    2017-08-11
Other Names
  • Gwen Marter
  • Gweneth Marter
  • Gweneth Margaret Marter

View on SEC IAPD

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