Julia Marie Martinelli
Investment adviser representative at Strathmore Capital Advisors
13 yearsExperience
1 stateRegistered in
$805MFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Strathmore Capital Advisors, Inc.Jan 2026 to now
- Dimensional Fund AdvisorsMar 2022 to Dec 2025
- The Vanguard Group, Inc.Jul 2021 to Mar 2022
- Hightower AdvisorsMay 2020 to Dec 2020
- Paragon Partners AsiaSep 2019 to Dec 2019
- Delta Dental of New Jersey and ConnecticutMay 2019 to Aug 2019
- Acme MarketsMay 2018 to Aug 2018
- Elon UniversityAug 2017 to May 2021
- Elon University Campus Recreation and WellnessAug 2017 to May 2021
- UnemployedAug 2017 to May 2018
- Hansel N' GriddleFeb 2017 to Aug 2017
- Kafe MozartJun 2016 to Jan 2017
- Morris Knolls High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Strathmore Capital Advisors
Legal name: Strathmore Capital Advisors, Inc.
$805MAssets managed
501Clients
11Advisers
10 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
- 7416774
- Firm CRD
- 135008