Luis 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

• 05/2018 → 10/2020
  Jax Federal Credit Union
  Jacksonville, FL
• 02/2017 → 02/2018
  Bbt
  Jacksonville, FL
• 09/2014 → 02/2017
  Fedex
  Jacksonville, FL
• 03/2018 → 11/2018
  Main Event
  Jacksonville, FL
• 12/2020 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Snellville, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-22
• S63 Uniform Securities Agent State Law Examination
  2021-04-09

Other Names

• Luis Emilio Martinez
• Luis Martinez