Amy Martin

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

• 04/2016 → 08/2018
  Pruco Securities Llc
  Lancaster, PA
• 05/2022 → 07/2024
  Advised Assets Group, Llc
  Greenwood Village, CO
• 05/2022 → 07/2024
  Gwfs Equities, Inc
  Greenwood Village, CO
• 10/2014 → 09/2016
  Unemployed
  Manheim, PA
• 04/2016 → 08/2018
  The Prudential Insurance Company Of America
  Lancaster, PA
• 09/2018 → 04/2022
  American Wealth Strategy Group
  Manhelm, PA
• 09/2018 → 04/2022
  Minnesota Life
  St. Paul, MN
• 09/2018 → 04/2022
  Securian Financial
  St. Paul, MN
• 04/2022 → 05/2022
  Sagepoint Financial, Inc.
  Lancaster, PA
• 07/2024 → Present
  Fidelity Investments
  Greenville, DE
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenville, DE
• 2022-06-15 → 2024-07-10
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Manheim, PA
• 2022-04-04 → 2022-05-17
  Osaic Services, Inc.
  Lancaster, PA
• 2019-04-02 → 2022-04-06
  Securian Financial Services, Inc.
  Manhelm, PA
  St Paul, MN
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-23
• S63 Uniform Securities Agent State Law Examination
  2016-07-28

Other Names

• Amy Suzanne Martin
• Amy Martin Ditzler