Michael Joseph Martel

Strategic Advisers LLC

Flower Mound, TX

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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	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Flower Mound, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present
Fidelity Brokerage Services, Inc.	Dallas	TX	06/1995	Present

07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA
06/1995 → Present

Fidelity Brokerage Services, Inc.

Dallas, TX

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Westlake, TX

Flower Mound, TX
2002-07-10 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Other Businesses

OBA-9693|OrgNmn:Real Estate Partnership|Org Addr:Flower Mou,Texas,US|OBA Nature:Sale, lease, and purchase of r|Invst Rel:Y|Title:Partner|Duties:Decision making on the sale, lease and possibly purchase of real estate, commercial and residential.|StrtDt:12-31-12|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-05-03
S63	Uniform Securities Agent State Law Examination	1988-02-10

S66 Uniform Combined State Law Examination

2002-05-03
S63 Uniform Securities Agent State Law Examination

1988-02-10

View on SEC IAPD

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