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Mark B
Series 63, Series 66
Rockwall, TX
Fidelity
Mark Brooks is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with various divisions of Fidelity since 2013, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies with established governance practices.
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