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DENNIS JAY MARCHALONIS JR.
D J MARCHALONIS, DENNIS JAY MARCHALONIS JR, DENNIS JAY MARCHALONIS, DENNIS MARCHALONIS
CRD#: 2772844
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 900 SALEM STREET
SMITHFIELD, RI 02917
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1999 - Present (25 years)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1998 - 1999 (<1 year)BAMERICORP SECURITIES, INC. (CRD# 30405)1996 - 1996 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2022 (4 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2004 - 2018 (14 years)
License(s)

State Registrations

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Massachusetts 12/21/2022

IA
Rhode Island 6/21/2024

SRO Registrations

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FINRA

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New York Stock Exchange

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Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 12/21/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
900 SALEM STREET, SMITHFIELD, RI 02917
HOPKINTON, MA
Registered with this firm since 11/10/1999

Previous Registration(s)
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07/13/2018 - 11/28/2022 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
IA
03/23/2004 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) HOPKINTON, MA
B
03/23/1998 - 01/19/1999 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
08/05/1996 - 11/11/1996 AMERICORP SECURITIES, INC. (CRD#:30405) NEW YORK, NY
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.