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Alejandro Martinez

Strategic Advisers LLC

The Woodlands, TX

Magnolia, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Magnolia, TX • 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
Tyler Fish Farm Ben Wheeler TX 06/2016 09/2022
Fidelity Investments Westlake TX 09/2019 Present
Athens High School Athens TX 08/2015 06/2019
The University Of Texas At Tyler Tyler TX 08/2019 05/2022
  • 06/2016 → 09/2022
    Tyler Fish Farm
    Ben Wheeler, TX
  • 09/2019 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2015 → 06/2019
    Athens High School
    Athens, TX
  • 08/2019 → 05/2022
    The University Of Texas At Tyler
    Tyler, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-12
S63 Uniform Securities Agent State Law Examination 2023-12-02
  • S66 Uniform Combined State Law Examination
    2025-02-12
  • S63 Uniform Securities Agent State Law Examination
    2023-12-02
Other Names
  • Alex Martinez

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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