Martin Ryan Zimmel

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

• 11/2014 → Present
  Fidelity Brokerage Services Llc
  Wexford, PA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Mars, PA
  Cranberry Township, PA
• 2014-12-15 → 2018-07-13
  Strategic Advisers Llc
  Wexford, PA
  Cranberry Township, PA
• 2006-10-12 → 2014-11-18
  Pnc Wealth Management Llc
  Cranberry Township, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Seven Fields, PA
  Monroeville, PA
• 2005-09-27 → 2006-06-01
  Morgan Stanley Dw Inc.
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2005-09-26