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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

MARCUS D. GOWDY

Advisor at STRATEGIC ADVISERS LLC

BLOOMFIELD HILLS, MI | TROY, MI

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Search this name across graphsid dfx:ria:aa6a7bf4-43d8-dcb7-f2fd-5342eaeceda9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 22, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 22, 2011
First registration: Sep 16, 2013
Dual registered: yes, broker-dealer
Other names: MARCUS GOWDY|MARCUS DEANGELO GOWDY
IAPD individual key: 5956674

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	TROY, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 3, 2020	Mar 31, 2025	no	TROY, MI\|BIRMINGHAM, MI	Previous registration
FISHER INVESTMENTS	Independent wealth	Feb 5, 2020	May 21, 2020	no	NOVI, MI\|PLANO, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Feb 25, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 16, 2013	Jul 13, 2018	no	NOVI, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
FISHER INVESTMENTS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 21, 2020	Jun 3, 2020	13	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FISHER INVESTMENTS	Feb 25, 2020	Feb 5, 2020	-20	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 16, 2013 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 3, 2020 to Mar 31, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Feb 5, 2020 to May 21, 2020factForm ADV

Dated events

No dated event names this entity yet.