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Marc W. Slone

Strategic Advisers LLC

Sarasota, FL

Palm Harbor, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-14
FL RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-08-14
  • FL RA
    APPROVED
    Since 2026-07-09

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Palm Harbor, 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 Investments Sarasota FL 06/2026 Present
Universal Studios Florida Orlando FL 10/2013 09/2017
Fidelity Investments Clearwater FL 10/2017 05/2025
Fisher Investments Tampa FL 06/2025 05/2026
  • 06/2026 → Present
    Fidelity Investments
    Sarasota, FL
  • 10/2013 → 09/2017
    Universal Studios Florida
    Orlando, FL
  • 10/2017 → 05/2025
    Fidelity Investments
    Clearwater, FL
  • 06/2025 → 05/2026
    Fisher Investments
    Tampa, FL
Previous Registrations
  • 2025-06-11 → 2026-05-11
    Fisher Investments
    Tampa, FL
    Plano, TX
  • 2025-03-31 → 2025-05-20
    Strategic Advisers Llc
    Palm Harbor, FL
    Clearwater, FL
    Boston, MA
  • 2019-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Clearwater, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-16
S63 Uniform Securities Agent State Law Examination 2017-12-01
  • S66 Uniform Combined State Law Examination
    2018-11-16
  • S63 Uniform Securities Agent State Law Examination
    2017-12-01
Designations
Other Names
  • Marc William Slone
  • Marc Slone
  • Marc W Slone

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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