Marcus P Cunha

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 04/2018
  Carthago Construtora
  Uberaba
• 08/2018 → 04/2019
  Grupo 50Tao|
  Uberaba
• 12/2021 → 01/2022
  Self Employed - Amazon Flex
  Worcester, MA
• 01/2016 → 10/2016
  Prodoeste | Concession?Ria Autorizada Mercedes-Benz
  Uberaba
• 04/2024 → Present
  Fidelity Investments
  Framingham, MA
• 04/2015 → 04/2019
  Universidade De Uberaba
  Uberaba
• 02/2022 → 10/2022
  Bank Of America
  Pompano Beach, FL
• 11/2022 → 04/2024
  Santander Bank Na
  Shrewsbury, MA
• 05/2019 → 11/2021
  Unemployed
  Worcester, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Framingham, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-15

Designations

• Certified Financial Planner

Other Names

• Marcus Da Cunha
• Marcus Dacunha