Mark G. Littlewood
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SAN FRANCISCO, CA
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CRD#: 4592614
Professional summary
Mark Gentry Littlewood, CFP®, who also goes by Mark Gentry Littlewood, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in Larkspur, California.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mark has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
With more than 20 years of experience in the financial services industry, my approach to a client relationship comes from a genuine desire to thoroughly understand their situation, help educate on topics that are critical to their success, and guide them through the financial planning process. My clients being able to tell a story about their financial plan, to their friends and loved ones, is incredibly important to me.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Mark Gentry Littlewood
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Gentry Littlewood's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Education
Baldwin-Wallace College
Bachelor of Arts (BA) - Finance and Marketing
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 601 Larkspur Landing Circle, Larkspur, CA 94939RIA
CRD#: 104555
SAN FRANCISCO, CA
Current
April 13, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 601 Larkspur Landing Circle, Larkspur, CA 94939BD
CRD#: 7784
Larkspur, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LARKSPUR, CA
Past
July 31, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LARKSPUR, CA
Past
September 23, 2003 - March 1, 2005
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
October 22, 2002 - June 16, 2003
EATON VANCE DISTRIBUTORS, INC.
BD
CRD#: 37731
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/23/2020)
RR
Alaska(6/4/2021)
RR
Arizona(4/23/2020)
RR
California(1/13/2006)
IAR
California(3/31/2025)
RR
Colorado(5/13/2020)
RR
Connecticut(8/13/2021)
RR
Delaware(2/12/2021)
RR
District of Columbia(8/13/2021)
RR
Florida(9/22/2015)
RR
Georgia(4/23/2020)
RR
Hawaii(1/3/2012)
RR
Idaho(4/23/2020)
RR
Illinois(1/6/2017)
RR
Indiana(8/3/2015)
RR
Maryland(3/4/2022)
RR
Massachusetts(4/23/2020)
RR
Michigan(8/8/2020)
RR
Minnesota(3/2/2024)
RR
Montana(4/23/2020)
RR
Nevada(4/23/2020)
RR
New Hampshire(2/3/2020)
RR
New Jersey(3/2/2024)
RR
New Mexico(3/12/2021)
RR
New York(5/9/2017)
RR
North Carolina(1/12/2017)
RR
Ohio(3/4/2024)
RR
Oregon(9/17/2014)
RR
Pennsylvania(8/7/2017)
RR
South Carolina(8/8/2020)
RR
Tennessee(9/18/2020)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(6/14/2023)
RR
Virginia(1/6/2017)
RR
Washington(4/23/2020)
RR
Wyoming(10/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555San Francisco, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
