Mark Dunkley
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Dunkley is an investment adviser representative with Strategic Advisers LLC in New York City, NY, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and Texas.
Office
Advisors at this office: 39
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Texas
- Broker:
22 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedJul 2016 – Dec 2016Bronx, NY
- HSBCDec 2016 – Aug 2017New York, NY
- Northwestern Mutual Life Insurance CompanyAug 2017 – Mar 2018Milwaukee, WI
- Northwestern Mutual Investment Services LLCAug 2017 – Mar 2018New York, NY
- UnemployedMar 2018 – Sep 2018Bronx, NY
- Atlantic EnergyMar 2019 – Apr 2020New York, NY
- Curry Motor Cars LLCSep 2018 – Oct 2018Scarsdale, NY
- UnemployedOct 2018 – Mar 2019Bronx, NY
- UnemployedApr 2020 – Jul 2020Brooklyn, NY
- MassMutualJul 2020 – Nov 2021New York, NY
- Hays Talent SolutionNov 2021 – Oct 2022Brooklyn, NY
- Fidelity InvestmentsNov 2022 – no end date reportedNew York City, NY
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Dunkley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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