Lisa Martinez

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

• 01/2014 → 04/2020
  Sendero Wealth Management, Llc
  San Antonio, TX
• 05/2020 → Present
  Fidelity Brokerage Services Llc
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2014-04-25 → 2020-04-20
  Sendero Wealth Management, Llc
  San Antonio, TX

Other Businesses

OBA-15376|OrgNmn:Home Owner's Association Terra View|Org Addr:San Antoni,Texas,US|OBA Nature:Neighborhood association|Invst Rel:N|Title:President|Duties:Review policies, delinquencies, budget, etc.|StrtDt:01-01-20|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-04
• S65 Uniform Investment Adviser Law Examination
  2014-04-24

Other Names

• Lisa Marie Martinez