Martin Rico-Ortega

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

• 06/2017 → 06/2019
  Wells Fargo Clearing Services, Llc.
  West Palm Beach, FL
• 11/2013 → 02/2019
  Wells Fargo Bank Na
  West Palm Beach, FL
• 07/2019 → 09/2021
  Wells Fargo Bank, Na
  Palm Beach, FL
• 07/2019 → 09/2021
  Wells Fargo Clearing Services, Llc
  Palm Beach, FL
• 09/2021 → Present
  Fidelity Investments
  Boca Raton, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boca Raton, FL

Other Businesses

OBA-62703|OrgNmn:MP RICO'S SERVICES LLC|Org Addr:Greenacres,Florida,US|OBA Nature:Sell Auto Parts|Invst Rel:N|Title:Owner|Duties:Find parts for local techs|StrtDt:02-01-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-01
• S63 Uniform Securities Agent State Law Examination
  2018-07-13

Other Names

• Martin Rico-Ortega
• Martin Rico