Martha L. Landon

STRATEGIC ADVISERS LLC

PHOENIX, AZ

Some features on this profile are disabled

CRD#: 2902485

Professional summary

Martha L Landon, who also goes by Martha L Balter, Martha Luz Balter, Martha L Garcia, Martha Luz Garcia, Martha Landon, Martha Luz Landon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Martha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Martha has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha L Landon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PHOENIX, AZ

Current

March 8, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

April 4, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PHOENIX, AZ

Past

February 4, 2022 - February 2, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

February 4, 2022 - February 2, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

October 2, 2012 - December 23, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GILBERT, AZ

Past

October 1, 2012 - December 23, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GILBERT, AZ

Past

February 12, 2010 - September 26, 2012

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

CHANDLER, AZ

Past

January 5, 2010 - September 26, 2012

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHANDLER, AZ

Past

October 27, 2008 - January 12, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

SCOTTSDALE, AZ

Past

October 27, 2008 - January 12, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SCOTTSDALE, AZ

Past

October 14, 2008 - January 12, 2010

TD AMERITRADE, INC.

CRD#: 7870

SCOTTSDALE, AZ

Past

February 4, 2008 - September 8, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

RIA

CRD#: 103919

GILBERT, AZ

Past

October 11, 2007 - September 8, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

CRD#: 103919

GILBERT, AZ

Past

December 5, 2005 - August 7, 2007

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

PHOENIX, AZ

Past

December 1, 2005 - August 7, 2007

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

PHOENIX, AZ

Past

October 21, 1999 - December 5, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 11, 1998 - July 26, 1999

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

July 23, 1997 - May 8, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/13/2024)

Alaska
(3/13/2024)

Arizona
(3/12/2024)

IAR

Arizona
(3/31/2025)

Arkansas
(3/13/2024)

California
(3/13/2024)

Colorado
(3/13/2024)

Connecticut
(3/13/2024)

Delaware
(3/13/2024)

District of Columbia
(3/13/2024)

Florida
(3/13/2024)

Georgia
(3/13/2024)

Hawaii
(3/13/2024)

Idaho
(3/13/2024)

Illinois
(3/13/2024)

Indiana
(3/13/2024)

Iowa
(3/13/2024)

Kansas
(3/13/2024)

Kentucky
(3/13/2024)

Louisiana
(3/13/2024)

Maine
(3/13/2024)

Maryland
(3/13/2024)

Massachusetts
(3/13/2024)

Michigan
(3/13/2024)

Minnesota
(3/13/2024)

Mississippi
(3/13/2024)

Missouri
(3/13/2024)

Montana
(3/13/2024)

Nebraska
(3/13/2024)

Nevada
(3/13/2024)

New Hampshire
(3/13/2024)

New Jersey
(3/13/2024)

New Mexico
(3/13/2024)

New York
(3/13/2024)

North Carolina
(3/13/2024)

North Dakota
(3/13/2024)

Ohio
(3/14/2024)

Oklahoma
(3/13/2024)

Oregon
(3/13/2024)

Pennsylvania
(3/13/2024)

Puerto Rico
(3/13/2024)

Rhode Island
(3/13/2024)

South Carolina
(3/13/2024)

South Dakota
(3/13/2024)

Tennessee
(3/13/2024)

Texas
(3/13/2024)

IAR

Texas
(3/31/2025)

Utah
(3/13/2024)

Vermont
(3/13/2024)

Virgin Islands
(3/13/2024)

Virginia
(3/13/2024)

Washington
(3/13/2024)

West Virginia
(3/13/2024)

Wisconsin
(3/13/2024)

Wyoming
(3/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/15/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/22/1997

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Martha L. Landon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha L Landon's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

COUNTRYWIDE INVESTMENT SERVICES, INC.

COUNTRYWIDE INVESTMENT SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

CHARLES SCHWAB & CO., INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/1997

Series 63

Date: 8/11/1997

SIE

Date: 10/1/2018

Series 31

Date: 8/15/1997

Series 7

Date: 7/22/1997

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors