Kurt John Martin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kurt John Martin? Claim your profile
Contact this firm
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 InvestmentsDec 2021 to now
- UnemployedDec 2020 to Dec 2021
- Northwestern Mutual Investment Services LLCJun 2020 to Dec 2020
- Northwestern Mutual Life Insurance CompanyJun 2020 to Dec 2020
- StudentSep 2019 to May 2020
- Fisher AgenciesJun 2019 to Sep 2019
- StudentSep 2018 to May 2019
- ToscanaMay 2018 to Sep 2018
- StudentSep 2017 to May 2018
- Heyland DevelopmentJun 2017 to Sep 2017
- StudentAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7228592
- Firm CRD
- 104555