Mark D. Macarthur
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
BRIGHTON, MI
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CRD#: 5092042
Professional summary
Mark D Macarthur is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brighton, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Novi, Michigan.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Mark has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Management Adviser, I work closely with Fidelity Private Wealth Management® clients to help them build, preserve, and transfer their wealth. I serve as clients' primary point of contact for developing and overseeing their overall wealth management strategy. Based on a client's situation, I coordinate the input and involvement of a team of specialists, including an Investment Manager, Wealth Planner, and Trust Officer, to help co-create a financial plan for each client to implement.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 D Macarthur'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®
NoneEducation
Lawrence Technological University
Master of Science (MS) - Business Systems
2001
Michigan State University
Bachelor of Business Administration - Accounting
1982
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616RIA
CRD#: 104555
BRIGHTON, MI
Current
January 24, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44244 West 12 Mile Road Suite 100, Novi, MI 48377BD
CRD#: 7784
Novi, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NOVI, MI
Past
January 4, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SOUTHFIELD, MI
Past
April 24, 2006 - January 2, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BLOOMFIELD HILLS, MI
Past
April 5, 2006 - January 2, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BLOOMFIELD HILLS, MI
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(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(1/24/2008)
RR
Arkansas(11/17/2020)
RR
California(1/5/2010)
RR
Colorado(11/17/2020)
RR
Connecticut(1/5/2016)
RR
Delaware(11/17/2020)
RR
District of Columbia(11/17/2020)
RR
Florida(1/24/2008)
RR
Georgia(1/5/2016)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(2/14/2008)
RR
Indiana(1/5/2016)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(1/3/2013)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(1/3/2013)
RR
Massachusetts(11/17/2020)
RR
Michigan(1/24/2008)
IAR
Michigan(3/31/2025)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(1/3/2013)
RR
New Hampshire(11/17/2020)
RR
New Jersey(11/17/2020)
RR
New Mexico(11/17/2020)
RR
New York(1/3/2014)
RR
North Carolina(9/20/2011)
RR
North Dakota(11/17/2020)
RR
Ohio(1/25/2008)
RR
Oklahoma(11/17/2020)
RR
Oregon(1/5/2016)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virginia(11/17/2020)
RR
Washington(1/3/2013)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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 Private Wealth Management AdvisorCRD#: 104555Brighton, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
