Trinity Yasmina 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 LLCJul 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Trumark HomesMay 2022 to Mar 2026
- Picerne ResidentialNov 2021 to May 2022
- Sequoia EquitiesJun 2019 to Nov 2021
- StoramericaOct 2018 to Jun 2019
- The CovingtonJun 2018 to Oct 2018
- UnemployedMay 2018 to Jul 2018
- Nekter Juice BarMay 2017 to May 2018
- UnemployedMar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8238524
- Firm CRD
- 104555