Best Investors Account Sign in

Mark Martinez

Strategic Advisers LLC

Salt Lake City, UT

Clinton, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
UT RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09
  • UT RA
    APPROVED
    Since 2026-07-09

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Clinton, UT • 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
America First Credit Union Ogden UT 03/2021 01/2025
Unemployed Salt Lake City UT 01/2025 07/2025
Rsp Supply Woods Cross UT 07/2025 03/2026
Norm'S Plumbing Syracuse UT 06/2019 10/2020
Great Western Supply Ogden UT 10/2020 03/2021
Unemployed Clinton UT 03/2016 06/2019
Fidelity Investments Salt Lake City UT 03/2026 Present
  • 03/2021 → 01/2025
    America First Credit Union
    Ogden, UT
  • 01/2025 → 07/2025
    Unemployed
    Salt Lake City, UT
  • 07/2025 → 03/2026
    Rsp Supply
    Woods Cross, UT
  • 06/2019 → 10/2020
    Norm'S Plumbing
    Syracuse, UT
  • 10/2020 → 03/2021
    Great Western Supply
    Ogden, UT
  • 03/2016 → 06/2019
    Unemployed
    Clinton, UT
  • 03/2026 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-01
  • S66 Uniform Combined State Law Examination
    2026-07-01

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor