Alexander Martin
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsSep 2026 to now
- UnemployedAug 2026 to Aug 2026
- Alex MartinApr 2026 to Aug 2026
- Empower Financial ServicesMar 2026 to Jun 2026
- UnemployedDec 2024 to Mar 2026
- Merrill LynchAug 2024 to Nov 2024
- UnemployedMay 2024 to Aug 2024
- Charles SchwabJan 2024 to May 2024
- UnemployedNov 2023 to Dec 2023
- JPMorgan ChaseFeb 2021 to Nov 2023
- UnemployedDec 2018 to Feb 2021
- Accord ContractorsJun 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7604145
- Firm CRD
- 104555