Erik Martinez
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Erik Martinez? 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Los Angeles AngelsFeb 2023 to May 2024
- Fidelity InvestmentsNov 2022 to Feb 2023
- UnemployedSep 2022 to Oct 2022
- Acereros De MonclovaJul 2022 to Aug 2022
- Salvi Sports EnterprisesMay 2022 to Jul 2022
- Mariachis De GuadalajaraMar 2022 to May 2022
- Covina Valley Unified School DistrictOct 2021 to Mar 2022
- Salvi Sports EnterprisesAug 2021 to Sep 2021
- Mariachis De GuadalajaraApr 2021 to Aug 2021
- JPMorgan Securities LLCNov 2020 to Mar 2021
- UnemployedJul 2020 to Oct 2020
- Salvi Sports Enterprises LLCApr 2019 to Aug 2019
- Covina Valley Unified School DistrictSep 2018 to Jun 2020
- UnemployedJun 2018 to Aug 2018
- Bath & Body Works LLCNov 2016 to Jan 2017
- University of California - BerkeleyAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7315649
- Firm CRD
- 104555