David Mar

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
TX	RA	APPROVED	2026-01-08
WA	RA	APPROVED	2025-05-02

TX RA
APPROVED

Since 2026-01-08
WA RA
APPROVED

Since 2025-05-02

Branch Locations

Seattle, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • 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
Hyatt Regency Bellevue	Bellevue	WA	07/2017	08/2020
Hyatt Regency Bellevue	Bellevue	WA	08/2021	05/2022
Jpmorgan Chase	Seattle	WA	05/2022	06/2023
Fidelity Investments	Lynnwood	WA	06/2023	Present
University Of Washington	Bothell	WA	09/2019	06/2023
Franklin High School	Seattle	WA	09/2015	06/2019
Seattle Central College	Seattle	WA	09/2017	06/2019

07/2017 → 08/2020

Hyatt Regency Bellevue

Bellevue, WA
08/2021 → 05/2022

Hyatt Regency Bellevue

Bellevue, WA
05/2022 → 06/2023

Jpmorgan Chase

Seattle, WA
06/2023 → Present

Fidelity Investments

Lynnwood, WA
09/2019 → 06/2023

University Of Washington

Bothell, WA
09/2015 → 06/2019

Franklin High School

Seattle, WA
09/2017 → 06/2019

Seattle Central College

Seattle, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-24
S63	Uniform Securities Agent State Law Examination	2023-11-08

S65 Uniform Investment Adviser Law Examination

2024-05-24
S63 Uniform Securities Agent State Law Examination

2023-11-08

Other Names

David Mar
David Peng Mar

View on SEC IAPD

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