Mark Dunkley
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Mark Dunkley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2022 to now
- Hays Talent SolutionNov 2021 to Oct 2022
- MassmutualJul 2020 to Nov 2021
- UnemployedApr 2020 to Jul 2020
- Atlantic EnergyMar 2019 to Apr 2020
- UnemployedOct 2018 to Mar 2019
- Curry Motor Cars LLCSep 2018 to Oct 2018
- UnemployedMar 2018 to Sep 2018
- Northwestern Mutual Investment Services LLCAug 2017 to Mar 2018
- Northwestern Mutual Life Insurance CompanyAug 2017 to Mar 2018
- HSBCDec 2016 to Aug 2017
- UnemployedJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6215728
- Firm CRD
- 104555