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Lorenzo Martinez

Strategic Advisers LLC

Tampa, FL

CRD 6460220

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
TX RA APPROVED 2025-11-26
  • FL RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED
    Since 2025-11-26

Branch Locations

Tampa, FL • 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
Idriveyourcar Westport CT 06/2016 03/2018
New York Life Insurance Company Stratford CT 11/2017 02/2019
Nylife Securities Llc Stratford CT 11/2017 02/2019
National Securities Corp New York NY 03/2019 09/2019
Primerica Financial Services Briarcliff Manor NY 11/2020 11/2022
Pfs Investments Inc. Briarcliff Manor NY 04/2021 11/2022
Colonial Toyota Milford CT 09/2019 10/2020
Miller Motorcars Greenwich CT 10/2020 12/2020
Us Auto Sales Ocala FL 01/2021 09/2021
Fidelity Binvestments Covington KY 11/2022 Present
  • 06/2016 → 03/2018
    Idriveyourcar
    Westport, CT
  • 11/2017 → 02/2019
    New York Life Insurance Company
    Stratford, CT
  • 11/2017 → 02/2019
    Nylife Securities Llc
    Stratford, CT
  • 03/2019 → 09/2019
    National Securities Corp
    New York, NY
  • 11/2020 → 11/2022
    Primerica Financial Services
    Briarcliff Manor, NY
  • 04/2021 → 11/2022
    Pfs Investments Inc.
    Briarcliff Manor, NY
  • 09/2019 → 10/2020
    Colonial Toyota
    Milford, CT
  • 10/2020 → 12/2020
    Miller Motorcars
    Greenwich, CT
  • 01/2021 → 09/2021
    Us Auto Sales
    Ocala, FL
  • 11/2022 → Present
    Fidelity Binvestments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-15
S63 Uniform Securities Agent State Law Examination 2019-05-01
  • S66 Uniform Combined State Law Examination
    2025-11-15
  • S63 Uniform Securities Agent State Law Examination
    2019-05-01
Other Names
  • Lorenzo Martinez
  • Lorenzo Raphael Martinez

View on SEC IAPD

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