Danielle Remi Martin
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Marriott International - Gaylord TexanNov 2023 to Aug 2024
- Marriott International - Courtyard MarriottMay 2023 to Nov 2023
- Gep Cenex LLC - Bass Reeves ShowMar 2023 to Apr 2023
- The Senior Movie LLCAug 2022 to Aug 2022
- Miss Juneteenth Real Southside LLCAug 2019 to Aug 2019
- Efs Entertainment - Abc - False ProfitsMar 2018 to Mar 2018
- Thryv Inc.Nov 2017 to May 2023
- Ams Pictures - Prince, the Price of FameSep 2017 to Sep 2017
- Flipnmove Productions - HgtvMay 2017 to May 2017
- Tvm Productions Inc., Queen of the SouthMay 2017 to May 2017
- Pappas Restaurants - PappadeauxApr 2017 to Nov 2017
- Hms Host RestaurantsJun 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7989460
- Firm CRD
- 104555