Julia Marie Martinelli
Investment Adviser Representative at Strathmore Capital Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julia Marie Martinelli is an investment adviser representative with Strathmore Capital Advisors in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including DFA Securities LLC and Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Jul 2021 – Mar 2022Charlotte, NC
- Elon University Campus Recreation and WellnessAug 2017 – May 2021Elon, NC
- Delta Dental of New Jersey and ConnecticutMay 2019 – Aug 2019Parsippany, NJ
- Paragon Partners AsiaSep 2019 – Dec 2019Shanghai
- Hightower AdvisorsMay 2020 – Dec 2020New York, NY
- Morris Knolls High SchoolSep 2013 – Jun 2017Denville, NJ
- Kafe MozartJun 2016 – Jan 2017Morris Plains, NJ
- Hansel n' GriddleFeb 2017 – Aug 2017Denville, NJ
- Acme MarketsMay 2018 – Aug 2018Morris Plains, NJ
- UnemployedAug 2017 – May 2018Elon, NC
- Elon UniversityAug 2017 – May 2021Elon, NC
- Dimensional Fund AdvisorsMar 2022 – Dec 2025Charlotte, NC
- Strathmore Capital Advisors, Inc.Jan 2026 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strathmore Capital Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $2,500,0000.80%
- Next $2,500,0000.40%
- Next $5,000,0000.30%
- Balance above $10 million0.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Charlotte, NC
- SEC file number:
- 801-106984
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Strathmore Capital Advisors
9 other advisors in the directory
Similar advisors in Charlotte, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julia Marie Martinelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched