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Marcos Dajer

Strategic Advisers LLC

Coral Gables, FL

Miami, FL

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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

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States

Miami, 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 Coral Gables FL 02/2024 Present
Belen Jesuit Preparatory School Miami FL 02/2014 05/2018
Florida State University Tallahassee FL 09/2021 06/2022
West Tech Shipping Miami FL 04/2021 08/2021
Um/Nsu Card Miami FL 06/2019 09/2019
Florida State University Tallahassee FL 08/2020 04/2021
Paast P.L Miami FL 04/2020 08/2020
Proline Consulting Group Miami FL 06/2022 02/2024
Florida State University Tallahassee FL 09/2019 04/2020
Ruvos Llc Tallahassee FL 01/2021 09/2021
Florida Stste University Tallahassee FL 05/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2024 → Present
    Fidelity Investments
    Coral Gables, FL
  • 02/2014 → 05/2018
    Belen Jesuit Preparatory School
    Miami, FL
  • 09/2021 → 06/2022
    Florida State University
    Tallahassee, FL
  • 04/2021 → 08/2021
    West Tech Shipping
    Miami, FL
  • 06/2019 → 09/2019
    Um/Nsu Card
    Miami, FL
  • 08/2020 → 04/2021
    Florida State University
    Tallahassee, FL
  • 04/2020 → 08/2020
    Paast P.L
    Miami, FL
  • 06/2022 → 02/2024
    Proline Consulting Group
    Miami, FL
  • 09/2019 → 04/2020
    Florida State University
    Tallahassee, FL
  • 01/2021 → 09/2021
    Ruvos Llc
    Tallahassee, FL
  • 05/2018 → 06/2019
    Florida Stste University
    Tallahassee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Coral Gables, FL
Other Businesses

OBA-111586|OrgNmn:Half-Court Hoops|Org Addr:Miami,Florida,US|OBA Nature:Personal Basketball Training|Invst Rel:N|Title:Sole Proprietor|Duties:Develop children's basketball abilities|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-22
  • S66 Uniform Combined State Law Examination
    2024-05-22
Other Names
  • Marcos Dajer
  • Marcos Alejandro Dajer

View on SEC IAPD

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ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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