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Osbaldo Daniel Martinez

Strategic Advisers LLC

Beaverton, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-08-24
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • HI RA
    APPROVED
    Since 2026-08-24
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States

Portland, OR • 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
Adidas Portland OR 08/2015 09/2016
University Of Oregon Eugene OR 09/2016 05/2020
Crowdstreet Advisors, Llc Austin TX 06/2020 10/2023
Crowdstreet Capital, Llc Austin TX 05/2023 10/2023
Crowdstreet Inc Austin TX 06/2020 10/2023
Unemployed Portland OR 11/2023 12/2023
Fidelity Investments Beaverton OR 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 09/2016
    Adidas
    Portland, OR
  • 09/2016 → 05/2020
    University Of Oregon
    Eugene, OR
  • 06/2020 → 10/2023
    Crowdstreet Advisors, Llc
    Austin, TX
  • 05/2023 → 10/2023
    Crowdstreet Capital, Llc
    Austin, TX
  • 06/2020 → 10/2023
    Crowdstreet Inc
    Austin, TX
  • 11/2023 → 12/2023
    Unemployed
    Portland, OR
  • 01/2024 → Present
    Fidelity Investments
    Beaverton, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beaverton, OR
  • 2022-09-09 → 2023-10-13
    Crowdstreet Advisors, Llc
    Portland, OR
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-21
S65 Uniform Investment Adviser Law Examination 2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2023-08-21
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09
Other Names
  • Ozzy Martinez

View on SEC IAPD

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EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.

Other Investors

ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER
Spencer Gary Dickinson
BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ

Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

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