Martha D Osborne

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 07/2017
  Securian Financial Services Inc
  St. Paul, MN
• 05/2011 → 07/2017
  Minnesota Life
  St. Paul, MN
• 05/2011 → 07/2017
  Virginia Asset Management
  Midlothian, VA
• 06/2024 → Present
  Fidelity Investments
  Glen Allen, VA
• 07/2017 → 05/2024
  Virginia Asset Management
  Midlothian, VA
• 07/2017 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 08/2023 → 05/2024
  Cetera Advisor Networks Llc
  Midlothian, VA
• 08/2023 → 05/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Glen Allen, VA
• 2023-08-10 → 2024-05-31
  Cetera Investment Advisers Llc
  Midlothian, VA
• 2011-07-21 → 2023-08-10
  Securian Financial Services, Inc.
  Midlothian, VA
  St. Paul, MN

Exams

• S66 Uniform Combined State Law Examination
  2011-07-13

Other Names

• Martha Davidson Osborne