Amy Martin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Advised Assets Group, LLCMay 2022 to Jul 2024
- Gwfs Equities, IncMay 2022 to Jul 2024
- Sagepoint Financial, Inc.Apr 2022 to May 2022
- American Wealth Strategy GroupSep 2018 to Apr 2022
- Minnesota LifeSep 2018 to Apr 2022
- Securian FinancialSep 2018 to Apr 2022
- Pruco Securities LLCApr 2016 to Aug 2018
- The Prudential Insurance Company of AmericaApr 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6639203
- Firm CRD
- 104555