MARK RICHARD KLEINER is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2012-06-19 | 2018-07-13 | — |
| UBS FINANCIAL SERVICES INC. | 2006-08-18 | 2012-06-07 | — |
| MORGAN STANLEY DW INC. | 2001-11-15 | 2006-08-22 | — |