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Randolph Stephen Santana-Martinez

Strategic Advisers LLC

Nashua, NH

Merrimack, NH

CRD 8240918

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-07-16
TX RA APPROVED 2026-07-16
  • NH RA
    APPROVED
    Since 2026-07-16
  • TX RA
    APPROVED
    Since 2026-07-16

Branch Locations

Nashua, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Northeast Material Handling Ayer MA 11/2019 08/2020
Fidelity Investments Merrimack NH 03/2026 Present
Unemployed Nashua NH 08/2020 01/2021
Chipotle Nashua NH 01/2013 03/2020
Hp Hood Concord NH 11/2018 11/2019
Bank Of America Nashua NH 10/2015 08/2017
Us Foods Seabrook NH 01/2021 02/2026
Home Baking Gig Nashua NH 01/2025 03/2026
  • 11/2019 → 08/2020
    Northeast Material Handling
    Ayer, MA
  • 03/2026 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2020 → 01/2021
    Unemployed
    Nashua, NH
  • 01/2013 → 03/2020
    Chipotle
    Nashua, NH
  • 11/2018 → 11/2019
    Hp Hood
    Concord, NH
  • 10/2015 → 08/2017
    Bank Of America
    Nashua, NH
  • 01/2021 → 02/2026
    Us Foods
    Seabrook, NH
  • 01/2025 → 03/2026
    Home Baking Gig
    Nashua, NH
Other Businesses

OBA-128513|OrgNmn:n/a|Org Addr:Nashua,New Hampsh,US|OBA Nature:Baking, cakes, pastries, etc.|Invst Rel:N|Title:none|Duties:baking, delivering or collecting money|StrtDt:03-16-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-14
  • S66 Uniform Combined State Law Examination
    2026-07-14
Other Names
  • Randolph Santana-Martinez

View on SEC IAPD

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