Joan 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

• 06/2017 → 04/2021
  Morgan Stanley
  Temple Terrace, FL
• 04/2011 → 06/2017
  Capital One Bank
  Tampa, FL
• 10/2018 → 04/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2021 → Present
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
• 2017-11-17 → 2021-05-10
  Morgan Stanley
  Tampa, FL
  Tampa, FL

Other Businesses

OBA-59248|OrgNmn:AMR Solutions Specialist LLC|Org Addr:Tampa,Florida,US|OBA Nature:BioMed Equipment Repair Consul|Invst Rel:N|Title:Sole Proprietor|Duties:I am the person who is contacted for repairs of handheld medical equipment. My duties are to simply state if a repair is required, and, if it |StrtDt:03-19-14|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-11-16

Other Names

• Joan Alexander Martinez