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Mark C
Series 63, Series 66
Taunton, MA
Fidelity
Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory work for registered investment companies, and use of systematic methodologies including AI and long-term asset allocation strategies.
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