Marquis D Springer
Investment adviser representative at Strategic Advisers LLC
20 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services, LLCMay 2021 to now
- JP Morgan Chase Bank, N.A.Dec 2019 to May 2021
- JP Morgan Securities, LLCDec 2019 to May 2021
- Birthright Holding Company, LLCMar 2019 to Dec 2020
- Morgan Stanley Private Bank, N.A.Nov 2016 to Dec 2019
- Morgan StanleyJul 2016 to Dec 2019
- Alcam Properties, LLC.Jan 2006 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, 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
- 6265595
- Firm CRD
- 104555