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Cody Martinell

Strategic Advisers LLC

Lynnwood, WA

Mukilteo, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Mukilteo, WA • 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 Brokerage Services Llc Lynnwood WA 07/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → Present
    Fidelity Brokerage Services Llc
    Lynnwood, WA
  • 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
    Mukilteo, WA
    Lynnwood, WA
  • 2015-02-12 → 2018-07-13
    Strategic Advisers Llc
    Lynnwood, WA
Other Businesses

OBA-115262|OrgNmn:Mahalo Home Owners association|Org Addr:Mukitlteo ,Washington,US|OBA Nature:Home owners Association|Invst Rel:N|Title:Officer|Duties:Vice President |StrtDt:05-28-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-10
S63 Uniform Securities Agent State Law Examination 2013-12-09
  • S66 Uniform Combined State Law Examination
    2014-10-10
  • S63 Uniform Securities Agent State Law Examination
    2013-12-09
Other Names
  • Cody William Martinell

View on SEC IAPD

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LPL FINANCIAL LLC · LYNNWOOD, WA
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VALIC FINANCIAL ADVISORS, INC. · LYNNWOOD, WA
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