Matthiew W. Martinez

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

• 01/2023 → 08/2024
  Wells Fargo Clearing Services, Llc
  Totowa, NJ
• 08/2019 → 01/2023
  Wells Fargo Bank, Na
  Totowa, NJ
• 09/2016 → 05/2019
  Pace University
  Pleastantville, NY
• 09/2024 → Present
  Fidelity Investments
  Paramus, NJ
• 09/2015 → 08/2019
  Modell'S Sporting Goods
  Nanuet, NY
• 09/2012 → 09/2016
  North Rockland Highschool
  Thiells, NY
• 08/2017 → 08/2019
  Petco
  Nanuet, NY
• 09/2016 → 08/2024
  Pace University
  Pleasantville, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
  Hackensack, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-02-19
• S63 Uniform Securities Agent State Law Examination
  2023-03-30

Other Names

• Matthiew W Martinez
• Matthiew William Martinez
• Matthiew Martinez