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Randolph Stephen Santana-martinez

Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Strategic Advisers LLCJul 2026 to now
  2. Fidelity InvestmentsMar 2026 to now
  3. Home Baking GigJan 2025 to Mar 2026
  4. US FoodsJan 2021 to Feb 2026
  5. UnemployedAug 2020 to Jan 2021
  6. Northeast Material HandlingNov 2019 to Aug 2020
  7. Hp HoodNov 2018 to Nov 2019
  8. Bank of AmericaOct 2015 to Aug 2017
  9. ChipotleJan 2013 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NH, 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
8240918
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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