William Martin

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-11-23
NJ	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-11-23
NJ RA
APPROVED

Since 2025-03-31
NY RA
APPROVED

Since 2025-03-31

Branch Locations

Jersey City, NJ • United States

165 Broadway, New York City, NY 10006-1404 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Amarillo Venom	Amarillo	TX	03/2021	07/2021
H & R Block	Amarillo	TX	12/2020	03/2021
The Peoples Federal Credit Union	Amarillo	TX	03/2021	06/2022
Unemployment	Willingboro	NJ	01/2020	10/2020
Unemployed	Albuquerque	NM	06/2022	08/2022
Amazon	Robinsville	NJ	10/2020	11/2020
Lyft	Burlington	NJ	11/2017	10/2018
Dollar General	Burlington	NJ	07/2017	11/2017
Unemployed	Burlington	NJ	01/2017	02/2017
Mutual Of Omaha	Marlton	NJ	06/2016	12/2016
Unemployment	Willingboro	NJ	11/2020	12/2020
Jpmorgan Chase Bank, N.A.	Brooklyn	NY	11/2023	07/2024
Hd Supply	Bulrington	NJ	07/2019	01/2020
Macy'S	Cherry Hill	NJ	12/2016	01/2017
Nebraska Danger	Grand Island	NE	02/2017	07/2017
Fidelity Investments	New York City	NY	07/2024	Present
Duke City Gladiators	Albuquerque	NM	02/2018	07/2019
J.P. Morgan Securities Llc	Albuquerque	NM	09/2022	11/2023
Latitudes	Rio Rancho	NM	08/2022	09/2022
Amazon	Robbinsville	NJ	10/2018	02/2019
Fidelity Investments	Boston	MA	03/2025	Present

03/2021 → 07/2021

Amarillo Venom

Amarillo, TX
12/2020 → 03/2021

H & R Block

Amarillo, TX
03/2021 → 06/2022

The Peoples Federal Credit Union

Amarillo, TX
01/2020 → 10/2020

Unemployment

Willingboro, NJ
06/2022 → 08/2022

Unemployed

Albuquerque, NM
10/2020 → 11/2020

Amazon

Robinsville, NJ
11/2017 → 10/2018

Lyft

Burlington, NJ
07/2017 → 11/2017

Dollar General

Burlington, NJ
01/2017 → 02/2017

Unemployed

Burlington, NJ
06/2016 → 12/2016

Mutual Of Omaha

Marlton, NJ
11/2020 → 12/2020

Unemployment

Willingboro, NJ
11/2023 → 07/2024

Jpmorgan Chase Bank, N.A.

Brooklyn, NY
07/2019 → 01/2020

Hd Supply

Bulrington, NJ
12/2016 → 01/2017

Macy'S

Cherry Hill, NJ
02/2017 → 07/2017

Nebraska Danger

Grand Island, NE
07/2024 → Present

Fidelity Investments

New York City, NY
02/2018 → 07/2019

Duke City Gladiators

Albuquerque, NM
09/2022 → 11/2023

J.P. Morgan Securities Llc

Albuquerque, NM
08/2022 → 09/2022

Latitudes

Rio Rancho, NM
10/2018 → 02/2019

Amazon

Robbinsville, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-01-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York City, NY

Jersey City, NJ

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-21
S63	Uniform Securities Agent State Law Examination	2023-02-09

S66 Uniform Combined State Law Examination

2025-01-21
S63 Uniform Securities Agent State Law Examination

2023-02-09

Other Names

William Martin
William Joseph Martin

View on SEC IAPD