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Luisa Martinez

Strategic Advisers LLC

Palo Alto, CA

Oakland, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Oakland, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abendstern Global Investments Houston TX 01/2015 09/2020
Abendstern Wealth Management, Inc. Houston TX 03/2015 09/2020
Fidelity Investments Palo Alto CA 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 09/2020
    Abendstern Global Investments
    Houston, TX
  • 03/2015 → 09/2020
    Abendstern Wealth Management, Inc.
    Houston, TX
  • 09/2020 → Present
    Fidelity Investments
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2015-05-01 → 2020-12-22
    Abendstern Wealth Management, Inc.
    Oakland, CA
    Shenandoah, TX
    Oakland, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-12-18
S65 Uniform Investment Adviser Law Examination 2015-05-01
  • S63 Uniform Securities Agent State Law Examination
    2020-12-18
  • S65 Uniform Investment Adviser Law Examination
    2015-05-01

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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