William Martin
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Martin is an investment adviser representative with Strategic Advisers LLC in Jersey City, NJ, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey, New York, and Texas.
Registrations & licenses
- Investment adviser:
- New Jersey, New York, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- Amarillo VenomMar 2021 – Jul 2021Amarillo, TX
- H & R BlockDec 2020 – Mar 2021Amarillo, TX
- THE Peoples Federal Credit UnionMar 2021 – Jun 2022Amarillo, TX
- UnemploymentJan 2020 – Oct 2020Willingboro, NJ
- UnemployedJun 2022 – Aug 2022Albuquerque, NM
- AmazonOct 2020 – Nov 2020Robinsville, NJ
- LYFTNov 2017 – Oct 2018Burlington, NJ
- Dollar GeneralJul 2017 – Nov 2017Burlington, NJ
- UnemployedJan 2017 – Feb 2017Burlington, NJ
- Mutual OF OmahaJun 2016 – Dec 2016Marlton, NJ
- UnemploymentNov 2020 – Dec 2020Willingboro, NJ
- Jpmorgan Chase BANK, N.A.Nov 2023 – Jul 2024Brooklyn, NY
- HD SupplyJul 2019 – Jan 2020Bulrington, NJ
- Macy'sDec 2016 – Jan 2017Cherry Hill, NJ
- Nebraska DangerFeb 2017 – Jul 2017Grand Island, NE
- Fidelity InvestmentsJul 2024 – no end date reportedNew York City, NY
- DUKE CITY GladiatorsFeb 2018 – Jul 2019Albuquerque, NM
- J.p. Morgan Securities LLCSep 2022 – Nov 2023Albuquerque, NM
- LatitudesAug 2022 – Sep 2022Rio Rancho, NM
- AmazonOct 2018 – Feb 2019Robbinsville, NJ
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 29, 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
Client types the firm serves
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 profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Martin 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.
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