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MARTIN JOSEPH PRESSER
MARTY PRESSER
CRD#: 5822601
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 SAN DIEGO, CA
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 16656 BERNARDO CENTER DRIVE
SUITES A & B
SAN DIEGO, CA 92128
Registration History
20122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - Present (11 years)BSCOTTRADE, INC. (CRD# 8206)2011 - 2013 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2014 - 2018 (4 years)
License(s)

State Registrations

B
Alaska 11/18/2024

B
Nevada 11/11/2016

B
Arizona 11/11/2016

B
New Hampshire 9/26/2019

B
California 3/1/2013

B
New Jersey 8/13/2021

IA
California 7/13/2018

B
New Mexico 1/4/2019

B
Colorado 7/11/2018

B
New York 6/4/2021

B
Connecticut 8/22/2017

B
North Carolina 11/29/2016

B
Florida 8/22/2017

B
Oregon 7/11/2018

B
Georgia 12/15/2020

B
Pennsylvania 8/22/2017

B
Hawaii 11/28/2016

B
South Carolina 1/4/2019

B
Idaho 7/11/2018

B
South Dakota 11/11/2016

B
Illinois 3/25/2023

B
Tennessee 5/25/2021

B
Indiana 5/3/2024

B
Texas 11/11/2016

B
Maryland 4/9/2021

IA
Texas 7/13/2018

B
Massachusetts 3/12/2021

B
Utah 5/25/2021

B
Michigan 12/15/2020

B
Virginia 8/22/2017

B
Montana 9/26/2019

B
Washington 11/11/2016

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
SAN DIEGO, CA
16656 BERNARDO CENTER DRIVE SUITES A & B, SAN DIEGO, CA 92128
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
16656 BERNARDO CENTER DRIVE SUITES A & B, SAN DIEGO, CA 92128
SAN DIEGO, CA
Registered with this firm since 3/1/2013

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/28/2014 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SAN DIEGO, CA
B
09/23/2011 - 02/19/2013 SCOTTRADE, INC. (CRD#:8206) SAN DIEGO, CA
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B
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.