DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Martin Depetris
Feed of 09/14/2026
Also filed as Martin Christopher Depetris
At current firm
1 y
since Mar 31, 2025
In the industry
13 y
since Apr 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Montgomery Village, Md
- Fidelity Personal And Workplace Advisors formerFeb 8, 2023 to Mar 31, 2025 · Gaithersburg, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 8, 2020 to Mar 9, 2022 · New York, Ny
- H. Beck, Inc. formerJul 9, 2019 to Mar 5, 2020 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fidelity Personal And Workplace Advisorsleft Mar 9, 2022, registered Feb 8, 2023 (336 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- H. Beck, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Mar 5, 2020, registered Apr 8, 2020 (34 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Martin Depetris left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2023-02-08)Mar 9, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address