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Meghan Emily Martinez

Strategic Advisers LLC

Greenwood Village, CO

Parker, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Parker, CO • 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
Fidelity Investments Greenwood Village CO 10/2018 Present
Thrive Workwear Co Englewood CO 03/2018 10/2018
Earthcore Industries Llc Jacksonville FL 04/2013 01/2018
Bold City Confections, Llc Aurora CO 01/2013 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2018 → 10/2018
    Thrive Workwear Co
    Englewood, CO
  • 04/2013 → 01/2018
    Earthcore Industries Llc
    Jacksonville, FL
  • 01/2013 → 10/2018
    Bold City Confections, Llc
    Aurora, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Parker, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
S63 Uniform Securities Agent State Law Examination 2019-01-18
  • S66 Uniform Combined State Law Examination
    2024-12-13
  • S63 Uniform Securities Agent State Law Examination
    2019-01-18
Other Names
  • Meghan Emily Kelly

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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