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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Atlantic Highlands, NJ • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Susquehanna University Selinsgrove PA 08/2013 06/2017
The Vanguard Group, Inc. Malvern PA 10/2017 07/2020
Unemployed West Chester PA 06/2017 10/2017
Fidelity Investments New York NY 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 06/2017
    Susquehanna University
    Selinsgrove, PA
  • 10/2017 → 07/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2017 → 10/2017
    Unemployed
    West Chester, PA
  • 08/2020 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2019-10-01 → 2020-08-18
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-04
S63 Uniform Securities Agent State Law Examination 2017-11-29
  • S66 Uniform Combined State Law Examination
    2019-09-04
  • S63 Uniform Securities Agent State Law Examination
    2017-11-29
Other Names
  • Mark Sabatelli
  • Mark Joseph Sabatelli

View on SEC IAPD

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