LISA MARTINEZ is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-08-10 | 2025-03-31 | — |
| SENDERO WEALTH MANAGEMENT, LLC | 2014-04-25 | 2020-04-20 | — |