Robert Martinez
STRATEGIC ADVISERS LLC | Investment Consultant
GROSSE POINTE FARMS, MI
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CRD#: 7369754
Professional summary
Robert Martinez is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Grosse Pointe Farms, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Novi, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Robert has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I help individuals and families identify and strive to achieve their financial freedom. I find passion in helping my clients through an individualized planning process. My work is focused on helping individuals accumulate and protect their wealth through sound investment strategies.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Martinez's 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®
NoneEducation
Michigan State University
Bachelor of Science (BS) - Finance
2021
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616RIA
CRD#: 104555
GROSSE POINTE FARMS, MI
Current
April 21, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44244 West 12 Mile Road Suite 100, Novi, MI 48377BD
CRD#: 7784
Novi, MI
Past
April 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NOVI, MI
Past
September 28, 2021 - April 7, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
TROY, MI
Past
August 20, 2021 - April 7, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
TROY, MI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Arizona(10/17/2024)
RR
California(7/18/2022)
RR
Colorado(2/2/2023)
RR
Florida(5/25/2022)
RR
Illinois(6/13/2022)
RR
Indiana(1/30/2023)
RR
Maryland(9/27/2022)
RR
Massachusetts(5/28/2024)
RR
Michigan(4/21/2022)
IAR
Michigan(3/31/2025)
RR
New Mexico(5/25/2022)
RR
New York(5/6/2025)
RR
Ohio(5/27/2022)
RR
Tennessee(5/6/2025)
RR
Texas(5/25/2022)
IAR
Texas(3/31/2025)
RR
Virginia(8/4/2022)
RR
Washington(10/17/2024)
RR
Wisconsin(9/15/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/20/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Investment ConsultantCRD#: 104555Grosse Pointe Farms, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
