Martin Cornelis

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

• 08/2015 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Valencia, CA
• 08/2015 → 05/2021
  Bank Of America, N.A.
  Valencia, CA
• 06/2021 → Present
  Fidelity Brokerage Services
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-08-30 → 2021-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palmdale, CA
  Santa Clarita, CA
  New York, NY
  Palmdale, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-29

Other Names

• Martin Cornelis Diez