Gustavo Martinez

STRATEGIC ADVISERS LLC

FLEMINGTON, NJ

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CRD#: 4223549

Professional summary

Gustavo Martinez, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Flemington, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.

Gustavo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gustavo has worked at 14 firms and has passed the Series 66, Series 31, SIE, Series 7, Series 4, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustavo Martinez'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®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530

RIA

CRD#: 104555

FLEMINGTON, NJ

Current

August 14, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807

CRD#: 7784

Bridgewater, NJ

Past

September 1, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BRIDGEWATER, NJ

Past

March 25, 2020 - July 7, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Flemington, NJ

Past

March 25, 2020 - July 7, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PRINCETON, NJ

Past

May 22, 2015 - March 16, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

May 22, 2015 - March 16, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

January 6, 2015 - May 6, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

FLORHAM PARK, NJ

Past

January 5, 2015 - May 6, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

FLORHAM PARK, NJ

Past

October 1, 2012 - August 22, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

MORRISTOWN, NJ

Past

October 1, 2012 - August 22, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

MORRISTOWN, NJ

Past

December 22, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

FAIRFIELD, NJ

Past

December 22, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FAIRFIELD, NJ

Past

March 23, 2006 - November 20, 2008

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WEST ORANGE, NJ

Past

March 23, 2006 - November 20, 2008

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

WEST ORANGE, NJ

Past

October 20, 2004 - January 4, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

October 1, 2004 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

June 17, 2003 - August 24, 2004

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

February 28, 2002 - March 31, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 8, 2001 - October 1, 2001

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

August 10, 2000 - December 1, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

Florida
(8/14/2023)

Maine
(7/15/2025)

Massachusetts
(10/8/2025)

New Jersey
(8/14/2023)

IAR

New Jersey
(3/31/2025)

New York
(8/14/2023)

Pennsylvania
(8/14/2023)

IAR

Texas
(3/31/2025)

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 66

Date: 8/12/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 4/8/2019

Futures Managed Funds Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 1/10/2019

Registered Options Principal Examination

Principal/Supervisory Exam

Series 10

Date: 6/26/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/23/2017

General Securities Sales Supervisor - Options Module 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)

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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.

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Advisor Monitoring

Firm Stability Insights

Gustavo Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustavo Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

ESSEX NATIONAL SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PNC BROKERAGE CORP

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2022

Series 31

Date: 4/8/2019

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2000

Series 4

Date: 1/10/2019

Series 10

Date: 6/26/2017

Series 9

Date: 3/23/2017

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

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