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Martin Martorana

Financial Professional at Strategic Advisers LLC

Spring, TXCRD #2445080
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Martin Martorana is a financial professional associated with Strategic Advisers LLC in Spring, TX, where they have been associated since 2025. They have worked in the securities industry since 1997 and have been registered with 8 firms, including Fidelity Personal and Workplace Advisors and Wealthsource® Partners. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal).

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/6/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/1999
Series 7
General Securities Representative Examination
Passed 5/24/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/8/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/22/1994
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 8/9/2022
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/11/2022
Series 24
General Securities Principal Examination
Passed 12/31/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
3/31/2025 – Spring, TX
Fidelity Brokerage Services LLCCurrent
5/24/2022 – Spring, TX
Fidelity Personal AND Workplace Advisors
9/12/2022 – 3/31/2025Houston, TX
Wealthsource® Partners
5/4/2021 – 2/4/2022Westlake Village, CA
American Financial Network Advisory Services, LLC
5/1/2018 – 11/22/2019Los Angeles, CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
10/23/2009 – 4/30/2018Westlake Village, CA
BANC OF America Investment Services, Inc.
8/17/2007 – 10/23/2009Los Angeles, CA
TD Ameritrade, Inc.
2/8/2006 – 12/4/2006Beverly Hills, CA
Strategic Advisers, Inc.
1/12/2000 – 3/7/2005Torrance, CA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

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
  • Other

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Strategic Advisers LLC

Showing 12 of 17,064 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Martin Martorana 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.

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Martin Martorana (Strategic Advisers) - Fees & Credentials