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Justin Lee Martin

Strategic Advisers LLC

Rockville, MD

Ranson, WV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-06-11
MD RA APPROVED 2026-05-07
  • WV RA
    APPROVED
    Since 2026-06-11
  • MD RA
    APPROVED
    Since 2026-05-07

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Ranson, WV • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 07/2017 11/2020
Moody National Bank Austin TX 03/2017 07/2017
Solarwinds Austin TX 06/2016 03/2017
Best Buy Frederick MD 07/2010 03/2017
Bank Of America, N.A. Austin TX 10/2018 11/2020
Baird Wealth Management Houston TX 11/2020 03/2026
Fidelity Investments Rockville MD 03/2026 Present
  • 07/2017 → 11/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Austin, TX
  • 03/2017 → 07/2017
    Moody National Bank
    Austin, TX
  • 06/2016 → 03/2017
    Solarwinds
    Austin, TX
  • 07/2010 → 03/2017
    Best Buy
    Frederick, MD
  • 10/2018 → 11/2020
    Bank Of America, N.A.
    Austin, TX
  • 11/2020 → 03/2026
    Baird Wealth Management
    Houston, TX
  • 03/2026 → Present
    Fidelity Investments
    Rockville, MD
Previous Registrations
Other Businesses

OBA-128578|OrgNmn:Martin's Hauling and Removal LLC|Org Addr:Buda,Texas,US|OBA Nature:Small last mile moving company|Invst Rel:N|Title:Sole Managing Member|Duties:Self managed scheudle, so no set obligations/duties. When performing, duties are all physical labor|StrtDt:01-13-22|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Other Names
  • Justin Martin

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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